DIVERSIFICATION
Core Strategy
Diversification
Our balanced approach combines stocks and bonds for diversification
Our balanced approach combines stocks and bonds for diversification.
This strategy employs a disciplined investment process focusing on thorough research and risk management.
Investment Philosophy
We believe in combining rigorous fundamental analysis with ethical screening to identify investments that can deliver both financial returns and positive impact.
Investment Process
- Comprehensive ESG screening
- Fundamental financial analysis
- Risk assessment and management
- Regular portfolio rebalancing
- Continuous monitoring and optimization
PERFORMANCE SUMMARY
8.79%
YTD Return
12.93%
1 Year
18.35%
3 Year
12.1%
Since Inception
PERFORMANCE VS ACWI
PERIOD
DIVERSIFICATION
ACWI
DIFFERENCE
YTD
8.79%
11.11%
-2.33%
1 Year
12.93%
17.32%
-4.39%
3 Year
18.35%
23.46%
-5.11%
Since Inception
12.1%
9.5%
+2.6%
Past performance is not indicative of future results. Investment returns and principal value will fluctuate.
PORTFOLIO DETAILS
STRATEGY DOCUMENTS