Investment Philosophy
The Aggressive Responsible Portfolio seeks to achieve its investment objective through investing in a globally diversified multi-asset portfolio. The manager targets to construct a portfolio with a strong emphasis on capital appreciation and optimal risk-adjusted returns. To achieve the investment objective of the portfolio, the manager applies business involvement exclusions on factors such as controversial weapons, thermal coal and tobacco. Extensive diversification is achieved through the use of index-tracking, liquid ETFs, selected and monitored through a meticulous evaluation and rebalancing process. The manager dynamically assesses the risk/return characteristics of the main asset classes, considering current valuations, expected returns and major long-term themes driving investment markets. As part of monitoring, the portfolios are evaluated on their ESMA risk scales and are adjusted accordingly to always match their intended level of risk.
This portfolio is classified as an Article 6 financial product under Regulation (EU) 2019/2088 (SFDR). It does not promote environmental or social characteristics or pursue sustainable investment. The portfolio may invest in ETFs that apply sustainability-related criteria as part of their own methodologies; any such characteristics are incidental to the portfolio.