Climate Change
Energy Transition
20% Income
80% Growth
The Green Horizons portfolio serves as a launchpad for those looking to participate in the emerging structural changes across the global energy transition. Similar to our other portfolio options, this portfolio has been crafted to prioritise optimal results for our investors.
But, unlike our other portfolios, Green Horizons focuses on industries and organisations that are at the forefront of the transition to renewable energy and best positioned to benefit from this industrial evolution – a fusion of financial wisdom and environmental consciousness.
At the heart of the Green Horizons Portfolio lies the opportunity to align with leaders in the fight against climate change. Our Green Horizons portfolio marries financial prudence with environmental responsibility, helping to generate a positive impact on the planet – while helping our investors grow their wealth, all at the same time.
Above all, the Green Horizons Portfolio empowers you to not only safeguard your financial future but also play an active role in fostering a sustainable and prosperous world for generations to come.
Investing in pioneers of climate action and cutting-edge green technology is becoming increasingly popular in Australia – and throughout the rest of the world – for a number of reasons.
Many of our investors are searching for investments that align with their values. By choosing assets that work to promote causes and initiatives that our investors care about, like combating climate change, recycling, or reduced dependence on fossil fuels, our investors can help create positive change in the world.
Investing in companies leading the way in renewable energy generation, as well as those thriving in the electric vehicle, battery tech, and alternative transportation sectors, can future-proof your portfolio. These forward-thinking companies also stand to gain from ongoing sustainability efforts and persistent structural change.
By aligning your investments with these climate-conscious leaders, you not only contribute to a sustainable future but also position your portfolio for long-term growth and resilience.
From cutting-edge biotech devices to sustainable agriculture solutions and smart city technologies, this evolving space provides unique avenues for investors seeking transformative technologies and solutions, potentially yielding attractive returns while contributing to a more sustainable future.
Our Investment Committee team manages our investing strategies carefully with a combination of in-depth research, forward-thinking analysis, and continual risk mitigation. We constantly stay informed about emerging trends, technologies, and industry developments to ensure that our Green Horizons Portfolio is aligned with the right asset allocation with respect to the prevailing market conditions.
We conduct ongoing research to ensure that each investment meets our portfolio objectives. Any product we look to introduce into the multi-asset strategy is investigated and thoroughly examined through our partnering research platforms. Our team will allocate assets tactically, shifting investments between different assets based on market conditions and new upcoming opportunities.
Maintaining diversified portfolios is essential for risk management. We spread our investments across various industries, sectors, and geographic regions, reducing exposure to risks and creating a robust investment mix that will stand the test of time. With strategic allocations to asset classes such as fixed income, property, and utilities, this diversified approach enhances risk management and provides investors with a well-rounded investment strategy.
At Medici Invest, we have a dedicated Investment Committee team who are incredibly agile. They have the ability to adapt swiftly to market changes, enabling them to optimise portfolio performance and minimise risk effectively. We can promptly rebalance our portfolios when needed, optimising asset allocation and maintaining performance targets.
The Green Horizons investor:
Model Name | Model Inception Date | 1 Month | 3 Months | 6 Months | Since Inception | Since Inception (annualised) | Green Horizons
| 21 Feb 2024
| 0.31% | 6.83% | 0.05% | 9.16% | 9.16% |
|---|
The Green Horizons Portfolio is an ethical investment fund that focuses on companies and projects that adhere to strict environmental, social, and governance (ESG) factors. This portfolio was created to offer an investing solution which promotes a positive impact on society and the planet.
ESG factors refer to Environmental, Social, and Governance aspects which are evaluated to assess a company’s sustainability and ethical practices. If you’d like to learn more check out our blog about how to invest in sustainable companies.
Medici Invest conducts thorough research to ensure assets meet ESG criteria. Our goal with the Green Horizons portfolio is to ensure that we maintain successful long-term performance while simultaneously creating a positive impact.
Sustainable investing allows investors to align their investments with their values, future-proof portfolios, and gain exposure to innovative and growing industries.
General Advice Warning: Our model portfolios are available from OpenInvest Limited (ACN 614 587 183) via the OpenInvest Portfolio Service (ARSN 628 156 052). The content of this website is intended to be general information only and does not take into account your individual objectives, financial situation, needs or circumstances. You should consider whether investing in a Medici Invest model portfolio is appropriate for you having regard to your objectives, financial situation, needs and circumstances and, if necessary, seek advice from an appropriately qualified financial adviser. You should read the Product Disclosure Statement and Target Market Determination before investing.
If you require assistance in determining whether an investment is right for you, you will need to speak to us about obtaining personal advice, which falls under our Lanteri Partners Financial Management service offering because it will be tailored specifically for you. The Medici Invest investing service is provided within OpenWealth, and via the OpenInvest Portfolio Service, ARSN 628 156 052, an IDPS-like managed investment scheme registered with ASIC under the Corporations Act and issued by Responsible Entity and Administrator, OpenInvest Limited (ACN 614 587 183, AFSL 504 155).
Medici Invest is distributed by Lanteri Partners Financial Management Pty Ltd (ACN 060 748 594, AFSL 239 127) and administered by OpenInvest Limited (ACN 614 587 183) via the OpenInvest Portfolio Service (ARSN 628 156 052). This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS and Target Market Determination available in the Medici Invest portal under Key Documents. Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.
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