Synergy’s new SRI model portfolios

Synergy Investments Press Release – 29 March 2017

For immediate release

Synergy’s new SRI model portfolios

The Synergy Investment Programme, with FUM of $112m, is launching four new model portfolios on 3 April 2017.

These portfolios will allow investors to support higher levels of social responsibility whilst still favouring low cost, widely diversified and non-speculative investments.

Consilium Chief Investment Officer, Damon O’Brien, says “for far too long, taking a responsible investment approach led to investors having to sacrifice elements of prudent portfolio construction. Historically, the few responsible investment funds available were typically high cost, highly concentrated and provided minimal mandate control or consistency. This no longer needs to be the case. Synergy is increasingly able to access quality investments that do not unduly restrict the delivery of attractive investment outcomes and for investors interested in pursuing a responsible investment approach, we are committed to supporting that choice with Synergy’s new SRI portfolios.” Synergy’s four SRI portfolios range from a 30% growth/70% income mix to a 98% growth/2% income mix, and include an allocation to renowned international fund manager Vanguard, sitting alongside other leading global managers, BlackRock and Dimensional Fund Advisors.

Synergy’s highly diversified investment approach means it may not always be able to simultaneously satisfy the disparate SRI objectives of all potential investors. However, Synergy SRI portfolios seek to incrementally raise the bar with respect to the socially responsible investment practices it has adopted, and to clearly and consistently communicate this to investors.

Synergy’s initial SRI portfolio construction focuses on excluding equity investments in companies with more than an incidental proportion of revenue generated by the production, manufacturing or significant sales of tobacco, controversial weapons, nuclear weapons or nuclear weapon components.

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