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Growth portfolio - medium to high risk

Choosing this portfolio constitutes an instruction to us to buy each fund comprising the portfolio in accordance with stated allocation weightings. You must decide whether this risk profile and portfolio is appropriate for you and assess each fund within the portfolio you select using the Key Investor Information Document (KIID) and other documents for each fund, prior to setting up an account.

Simply Ethical will not actively manage your portfolio. We do not exercise any discretion in relation to the ongoing composition of your portfolio. We will only rebalance your portfolio quarterly on set dates. Rebalancing will return each of the fund holdings within the portfolio to the original stated allocation weightings.

Should you feel that any risk profile and portfolio composition is not suitable, you may then consider Self Select Investing service which allows you to buy & sell wide range of investments in whatever proportion or amount you deem appropriate.

Investment details correct as at 30 July 2018.

 

Key Facts

Portfolio name Growth portfolio - medium to high risk
Portfolio objectives To generate a high level of returns using a substantial part of the portfolio invested in equities. The objective of this portfolio is to achieve medium to long term growth of capital and income through investment in collective investment schemes (funds). The portfolio aim to provide exposure mainly to in equities (shares). You should look to invest in this portfolio for a minimum of five years.
Risk profile Medium to high risk You have above average tolerance to risk. You are relatively comfortable with investment risk and willing to take risk with a sizable proportion of your assets. You aim for higher long term returns and understand that this can also mean some sustained periods of poorer performance. You are willing to place reasonable emphasis on growth investments and are aware that these are liable to fluctuate in value. As a result, your porfolio will have higher weighting towards equities and very low levels towards bond or other asset classes. Typically, equities compose over 70% of your investment portfolio. You are prepared to accept significant fluctuation in value to try and achieve better long term returns.
Number of fund holdings 5
Income yield (annual)  

Rebalancing

Rebalancing frequency Biannually
Rebalance dates 12th day of January and July. Please read Self Select Service Terms and Conditions for complete details.

Charges

Average KIID ongoing charge

1.13%

(View KIID document for each fund to see individual fund ongoing charges)

Simply Ethical fee See Our charges

Wrapper Availability

ISA Yes
JISA Yes
SIPP Yes

Minimum investment to open account

Investment account, Joint investment account, ISA account and Junior ISA account

£2,500 OR

£1,000 plus £100 per month 

 

SIPP account

£5,000 OR

£3,000 plus £100 per month

 

 

Growth portfolio - medium to high risk

 

Fund name % of portfolio Key documents
KIID Factsheet Prospectus Reports & Accounts
Aberdeen Islamic Global Equity I USD 35% PDF doc PDF doc PDF doc PDF doc
Oasis Crescent Global Equity F GBP Acc 35% PDF doc PDF doc PDF doc  PDF doc
Franklin Global Sukuk I Acc USD  15% PDF doc PDF doc  PDF doc PDF doc 
Oasis Crescent Global Global Property Eq F Acc 10% PDF doc PDF doc PDF doc PDF doc
Cash (UK) 5%        

Asset Allocation


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