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This balanced equities and bonds applies strict ethical criteria. The ethical screen removes almost 40% of the FTSE 100 from the managers' investment universe with a similar level of exclusion on the bond side. The strict ethical screening dominates the overall positioning of the portfolio. In particular, the equity portion has a small and mid-cap bias with a relatively high weighting in consumer cyclicals while having minimal exposure to mining and energy, and excluding tobacco and certain banks. On the fixed-income side, the exclusion of government bonds (gilts) is a significant differentiator. We think that the managers deserve credit for delivering decent long-term performance despite the constraints.
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