Socially Responsible portfolio
Our Socially Responsible Investing (SRI) portfolio balances strong returns with low fees, allowing you to grow your wealth while staying true to your values.
Invest in a sustainable future
Meeting the highest standards
Our portfolios are aligned with the IEA Sustainable Development Scenario and the Paris Agreement goals. Bonds in our SRI portfolio are certified by the Climate Bond Initiative, ensuring adherence to the highest environmental standards.
More than just responsible
We go beyond the usual SRI portfolios by excluding the top 25% of carbon-emitters in each industry. Additionally, every company in our funds has at least 25%, or a minimum of three, women on their board of directors.
Diversified for growth and impact
Highgate Trading's exclusive ETFs are designed to balance environmental and social responsibility with robust diversification. To further mitigate risk, the Highgate Green Bond ETF includes bonds supporting global green initiatives.
Performance over time
Balanced
Designed for investors who don’t plan to withdraw in the next 9+ years. If you can bear fluctuations and understand that there might be short-term periods of poor performance, this portfolio could be for you.
1Y
5Y
10Y
Total returns
6.8%
Annualized returns
6.8%
Starting balance
$100,000
Ending balance
$106,799
Asset classes
Allocation
Equity
60.00%
Fixed income
37.08%
Gold
2.92%
Fees
Management Expense Ratio (MER)
0.21%
Management Fee
0.50%
Total returns
38.9%
Annualized returns
6.8%
Starting balance
$100,000
Ending balance
$138,940
Asset classes
Allocation
Equity
60.00%
Fixed income
37.08%
Gold
2.92%
Fees
Management Expense Ratio (MER)
0.21%
Management Fee
0.50%
Total returns
93.0%
Annualized returns
6.8%
Starting balance
$100,000
Ending balance
$193,042
Asset classes
Allocation
Equity
60.00%
Fixed income
37.08%
Gold
2.92%
Fees
Management Expense Ratio (MER)
0.21%
Management Fee
0.50%
All returns data are hypothetical and for illustrative purposes only. Returns are not indicative of expected or estimated return rates.
Understand the bigger picture
Riskier portfolios may experience short-term fluctuations but often deliver higher returns over the long term. Regardless of your risk tolerance, staying invested is usually the best strategy for long-term growth.
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Growth
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Balanced
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Conservative
Range of annualized portfolio returns
Data is hypothetical and for illustrative purposes only. Range is not indicative of expected or estimated return rates.
Grow responsibly with an optimized portfolio
Automatic rebalancing
Your portfolio is regularly adjusted based on deposits, withdrawals, performance, and changes in your goals, ensuring a consistent and balanced asset allocation.
Advanced portfolio construction
Companies in the index are weighted by risk rather than market size. Low-performing stocks in terms of quality, value, and momentum are excluded to maintain portfolio strength.
Dividend reinvestment
Dividends are tracked and immediately reinvested into underweight ETFs, helping your portfolio stay balanced and grow efficiently.
Get the most from your investments
Navigate market ups and downs confidently with a diversified portfolio, customized to align with your personal values and financial objectives.
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