Evergreen Responsible Growth Model rated 4-stars

By Penny Pryor

Evergreen Consultants' ethical model portfolio - the Evergreen Responsible Growth Model - has been rated a 4-star high investment grade rating by SQM Research.

The model portfolio is currently available as an investment bond issued by Generation Life and has also scored an A by Ethos ESG which scores investment products on their responsible investment ability.

The portfolio's strategic asset allocation has a 33 per cent allocation to Australian equities, a 34 per cent allocation to global equities, 19 per cent allocation to fixed interest, 8 per cent allocation to alternatives, 4 per cent allocation to property infrastructure and a 2 per cent allocation to cash.

"The managed fund selection process is one of the most thorough and detailed that has been observed among multi-asset, multi-manager investment managers. It takes advantage of the many years of experience the investment team has in researching investment managers and managed funds," SQM said in its report.