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Our current Portfolio


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ETHICAL & RENEWABLE
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The Ethical & Renewables Portfolio is a sample portfolio. It reflects some of the renewable energy and smart tech holdings in Yvonnes personal portfolio. There is the opportunity for capital appreciation, from a range of companies around the world. The risk rating is medium to high. The price of stocks and units in the funds within the portfolio can fall as well as rise. There is no guarantee of future performance. If you are investing in a currency other than your own, you must be aware that gains or losses may be made simply because of fluctuating currencies. This is a model portfolio only. It does not take into account individual risk profiles. Always seek independent financial advice BEFORE investing in any portfolio.
 

Disclaimer: All the information above is provided as a service for individuals and institutions. It should in no way be construed as a recommendation as an investment. Investment decisions should be based on the risk tolerance and planning horizon of the investor. Market participants must understand that past performance is also not a guarantee or predictor of future results.
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