Rivers Balanced ESG Feb 2020.pdf

Rivers-FS-ESG-Balanced-202002.pdf
Preview of Rivers Balanced ESG Feb 2020
🔗 Source: riverscm.com
📊 Size: 550 KB
📄 Pages: 1 page
⬇️ Downloads: 50

Summary

Rivers ESG Balanced Portfolio targets long-term capital growth with moderate exposure to global equity market cycles, investing only in solutions that pass strict Environmental, Social, and Governance (ESG) requirements. The portfolio's performance as of February 28, 2020, shows a -2.59% return for the last month, -0.81% for the last 3 months, and 7.59% for the last year. The strategic allocation is divided into Anchors (27%), Enhancers (55%), and Diversifiers (18%), with a current portfolio yield of 1.46% and an ongoing charge of 0.51%. The top 10 holdings include a mix of active and passive investments in various asset classes, with Newton - Global Income Inst W Acc being the largest holding at 9%.

Description

Rivers ESG Balanced Portfolio targets long-term capital growth with moderate exposure to global equity market cycles, investing only in solutions that pass...

Technical Information

  • File Format: PDF
  • File Size: 550 KB
  • Pages: 1
  • Language: EN
  • Total Downloads: 50
  • Last Updated: 1 week ago

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