For investors seeking capital growth, whilst looking to invest in a portfolio that aims to make a positive impact on the World in which we live, we offer two portfolios, which are risk-rated.
In both of our Socially Responsible Investment (SRI) portfolios, we look to invest the majority of the portfolio in funds that either have a defined Ethical or Socially Responsible investment screening process, or in funds that pass rigorous analysis of the Economic, Social and Governance factors relating to that fund. We are committed to being a responsible investor.
This process aims to screen out funds who would invest in areas such as Fossil Fuels, Tobacco, Defence and Arms, Gambling and Animal Testing, and looks to include funds that invest in companies that promote environmental sustainability, workers rights and good corporate governance.
SRI Balanced
This portfolio is designed to provide growth over the longer term, with medium levels of investment risk, by investing in Collective Investments holding a blend of UK Equities, Global Equities, Corporate Bonds and Infrastructure investments. The portfolio will be invested in funds that pass the additional SRI filtering process defined by the Investment Committee, and as it will be invested in both active and passively managed funds, it provides a cost effective solution. Up to 60% of the portfolio by weight is invested in Equities.
SRI Progressive
This portfolio is designed to provide growth over the longer term, with medium to high levels of investment risk, by investing in Collective Investments holding a blend of UK Equities, Global Equities, Corporate Bonds and Infrastructure investments. The portfolio will be invested in funds that pass the additional SRI filtering process defined by the Investment Committee, and as it will be invested in both active and passively managed funds, it provides a cost effective solution. Up to 80% of the portfolio by weight is invested in Equities.
"I sought advice from FAS regarding retirement planning. They have since established and now manage for me a CDI discretionary investment portfolio to support my future financial requirements and at my preferred risk level. I am pleased and confident with the service provided by FAS in managing my investments."
