June 2022 ESG Summary For Risk-Managed ESG Strategy
This Month: Asset Allocation
34% equities, which will be down slightly from May and largely due to weakness in the technology and consumer discretionary sectors – equity exposure will be spread across 33 stocks, with 66% allocated to fixed income and cash equivalents
This Month: Largest % Increases
Industrials and energy – the portfolio continues to shift from growth to more value-oriented names, with the largest sector exposures being consumer staples and industrials
This Month: Largest % Decreases
Consumer discretionary and real estate
Last Month: Best Performers
Energy and utilities
Last Month: Worst Performers
Consumer discretionary and staples
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View Archive: ESG Summaries
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