For investors seeking capital growth who prefer their investments to reflect certain principles or preferences, we offer two risk-rated portfolios.
Each portfolio invests primarily in funds that apply defined investment criteria such as exclusions, stewardship practices, or other values-based approaches, or in funds that incorporate environmental, social and governance-related risks into their wider decision-making. Our aim is to follow a consistent and conscious investment process, selecting managers who apply these considerations in a transparent and disciplined way.
Future Balanced
Taking medium levels of risk, this portfolio is designed to provide growth over the longer term, by investing in Collective Investments holding a blend of UK Equities, Global Equities, Corporate Bonds and Infrastructure investments. The majority of 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.
Future 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 majority of 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."
