If you have an SRI portfolio, we invest your money in two funds composed ofExchange-Traded Funds (ETFs).
Through ETFs, your money is invested in stocks and bonds spanning thousands of issuers. This approach to investing follows the Modern Portfolio Theory, which prioritizes diversification over selecting individual stocks or trying to beat the market. We believe our approach suits the vast majority of people out there.
Each portfolio is built to reflect various risk-reward profiles and aims to help you achieve your financial goals.
We use the information collected during your sign-up process to provide you with an investment profile and assign you one of five diversified SRI portfolios that is most suited to your personal & financial goals.
SRI Cautious Income
SRI Balance Income
SRI Balance Growth
SRI Equity Growth
Moka Money Market
Moka Fixed Income
Here are the ETFs currently being used to construct the Moka SRI Fund. Please note that these are subject to change.