iFunds launches SRI model portfolio range

Four portfolios

Tom Eckett


iFunds Asset Management has launched a range of four socially responsible investing (SRI) model portfolios.

The four portfolios - cautious, balanced, growth and aggressive - will use ETFs and index funds to access global equity and government bond markets. The portfolios will have ongoing charges figures (OCFs) ranging from 0.76% for the cautious portfolio to 0.85% for the aggressive portfolio. To qualify for investment in the range companies must meet SRI criteria. Around half of each portfolio will be based on a buy-and-hold strategy while the other half will see actively managed risk controls applied. This means exposure to different asset classes will be increased or decreased depend...

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