Portfolio Clinic 

Can I meet my income goal using ethical criteria?

Reader Portfolio

Sabrina, 40

Description

Pensions and Isas invested in funds, cash, residential property

Objectives

Retire between 63 and 65 on £20,000 per year, reduce working hours before then, beat inflation, exclude fossil fuel companies from investments

<p>Pensions and Isas invested in funds, cash, residential property</p>

Sabrina is age 40, married and earns £48,000 a year. Her home is worth about £330,000 and is mortgage free. She started investing 13 years ago into an employer's defined contribution (DC) scheme.

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