Corporate Bonds Rathbone Ethical Bond Med 4.0% 0.0% EdenTree Amity Corporate Ned 4.0% 0.0% Sterling Bond Money Market Wrap/Product Cash Lo 2.0% 2.0% 2.0% 2.0% 2.0% Kames Ethical Absolute Return Med 9.0% 9.0% 9.0% Cautious Managed Blackrock Global Property Property Securities Med 6.0% 8.0% 4.0% 3.0% 2.0% Fund I have detailed below the new fund composition of the 2016/17 Green’ Cautious/Cautious to ‘Dark Moderate/Moderate/Moderate to Adventurous/Adventurous portfolio: Asset Allocation Fund Risk Cau Mod Adv Jupiter Responsible UK Value Companies Hi Income UK Large Companies EdenTree Amity UK Hi 9.0% F&C Stewardship International Equities Hi 9.0% International International Equities EdenTree Amity Hi International International Equities Aberdeen Ethical World Hi Corporate Bonds Rathbone Ethical Bond Med 3.0% 3.0%
Corporate Bonds Rathbone Ethical Bond Med 4.0% 0.0% Corporate EdenTree Amity Sterling Bond Ned 4.0% 0.0% Money Market Wrap/Product Cash Lo 2.0% 2.0% 2.0% 2.0% 2.0% Absolute Return Kames Ethical Cautious Managed Med 9.0% 9.0% 9.0% Property Blackrock Global Property Securities Fund Med 6.0% 8.0% 4.0% 3.0% 2.0% I have detailed below the new fund composition of the 2016/17 ‘Dark Green’ Cautious/Cautious to Moderate/Moderate/Moderate to Adventurous/Adventurous portfolio: Asset Allocation Fund Risk Cau Mod Adv UK Value Companies Jupiter Responsible Income Hi UK Large Companies EdenTree Amity UK Hi 9.0% International Equities F&C Stewardship International Hi 9.0% International Equities EdenTree Amity International Hi International Equities Aberdeen Ethical World Hi Corporate Bonds Rathbone Ethical Bond Med 3.0% 3.0%
annual_review_template_march_2017.docx