Artifex Folios

Durable Investment Portfolios Customized to Your Goals

AFG Impact

April 16, 2014


artifexesg-01.pngThe AFG Impact (abbreviated as AFG SRI) model is a newer model, that is the result of a primary SRI (Sustainable, Responsible, Impact) screen applied to our AFG Large Cap Core model.  It is a basic SRI Screen that takes into consideration limitations on alcohol, tobacco, weaponry manufacturing, environmental sustenance, labor relations and human rights issues. The goal of the AFG Impact portfolio is to provide an investor with a basket of fairly valued stocks for the long run that also provide opportunities for long term growth and the added benefits of SRI investing.

SRI investing is known by various terms and definitions.  Wikipedia defines it as “Socially Responsible Investing”, although a more contemporary term is Sustainable, Responsible, Impact investing.  For additional information, refer to US SIF at the following link:  http://www.ussif.org/.

This model is a starting point for clients who would like a “clean” portfolio and we encourage further dialogue with us if you would like to create a more specific portfolio to express your personal values.

The inception date of this model is 4/2/2014 and it has generated a total return of 30.51% vs. the Pax World Growth Fund of 19.05% since that date.  This model’s 1Y return (1/1/2016-12/31/2016)  was 13.08% vs. the benchmark index return of 6.17%.

Model Risk Metrics as of 1/18/2017:

Beta vs. S&P 500: 1.01 

Standard Deviation: 8.29%

Dividend Yield: 1.99%

 Representative Holdings:

ACN - Accenture PLC

AWR - American States Water Co

DIS - Walt Disney Co

HA - Hawaiian Holdings Inc

JNJ - Johnson & Johnson

OMC - Omnicom Group Inc

TROW - T. Rowe Price Group

DGX - Quest Diagnostics

SCTY - SolarCity Corporation

WWAV - WhiteWave Foods Co

 

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Tell us your preferences, and we'll advise you on how your money can best reflect your values (all responses are confidential):