Rivers Balanced ESG June 2023.pdf

Rivers-FS-ESG-Balanced-202306.pdf
Preview of Rivers Balanced ESG June 2023
🔗 Source: riverscm.com
📊 Size: 185 KB
📄 Pages: 1 page
⬇️ Downloads: 76

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 allocation is divided into Anchors (27.0% strategic, 40.0% current, 13.0% tactical), Enhancers (55.0% strategic, 35.0% current, -20.0% tactical), and Diversifiers (18.0% strategic, 25.0% current, 7.0% tactical). As of June 30, 2023, the portfolio's performance was 0.3% for 1 month, -1.0% for 3 months, 1.3% year-to-date, 2.3% for 1 year, 8.4% for 3 years, and 22.0% for 5 years. The top 10 holdings include a mix of active and passive investments in various asset classes, with the largest holdings in Royal London - Short Term Money Mkt Y Acc (14.0%) and several other funds with 7.0% allocations each.

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: 185 KB
  • Pages: 1
  • Language: EN
  • Total Downloads: 76
  • Last Updated: 1 week ago

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