50/50 Ethical Portfolio GBP [.ESG50GBP]

 
 
Portfolio Description

Portfolio Description
Elston Portfolio Code .ESG50GBP
 
Portfolio objective
The objective of this portfolio is to provide an ethically screened two-asset portfolio for GBP investors with a strategic 50/50 equity/bond allocation.
 
Portfolio construction
• The equity allocation is 50% of total, restricted to ethically-screened global equities
• The bond allocation is 50% of total, split 20/80 Global/UK governement bonds only
 
Key points
1. Two-asset portfolio
2. Global equity exposure with predominantly GBP-based bonds
3. Ethically-screened equity exposure, only government bonds
 
About Elston Model Portfolios
Elston Model Portfolios are research portfolios developed for asset owners and asset managers.
For more information, visit the ElstonETF website.
 
Publication of this research portfolio does not constitute an advertisement or financial promotion. It is provided for informational purposes only and is not intended to be an offer or solicitation, or the basis for any contract to purchase or sell any security or other instrument, or for Elston Consulting Limited to enter into or arrange any type of transaction as a consequence of any information contained herein.  Elston Consulting Limited registered in England & Wales, registration number 07125478, registered office 42 Brook Street, London W1K 5DB.  © Elston Consulting Limited. All rights reserved.
 

 
0.31%
Fund fees
p.a.
-1.19%
Return 1 year
5.97%
Volatility 1 year
GBP
Currency
5
No. of funds
Risk category
Risk category
 
Allocation in detail
Asset class / Fund name Chart 4 weeks TER
in % p.a.
Weight
in %
 
Equity, World, Social/Environmental
Show fund selection
Chart 4 weeks 0.48% 50.00%
 
Bonds, World, Government, All maturities
Show fund selection
Chart 4 weeks 0.20% 10.00%
 
Bonds, GBP, United Kingdom, Government, 3-5
Show fund selection
Chart 4 weeks 0.20% 20.00%
 
Bonds, GBP, United Kingdom, Government, All maturities
Show fund selection
Chart 4 weeks 0.07% 10.00%
 
Bonds, GBP, United Kingdom, Inflation-Linked, All maturities
Show fund selection
Chart 4 weeks 0.07% 10.00%
Portfolio   0.31% 100.00%
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