Ethos Sustainable Balanced 33 AP

Ethos - Sustainable Balanced 33 seeks to provide both regular income and capital growth by investing in a globally diversified portfolio of high-quality bonds and international equities. Specifically, it allocates between 34% and 77% of its assets to bonds issued by reputable public and private entities, ensuring that at least 80% of these bonds are investment grade. Additionally, the fund invests between 23% and 43% in equities from companies around the world, selected based on strong financial performance and adherence to environmental, social, and governance (ESG) criteria. The portfolio may also include bank deposits to enhance stability, reflecting the fund’s commitment to sustainable and balanced investing.