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Example Portfolio

For clients with low/modest SRI requirements. Started June 2004. As of June 2006 the portfolio has changed somewhat (turnover under 20%) and returned approximately 11% IRR. There is a high correlation between GRI and positive performance.

Company


Exchange

Market

Abbey National Ordinary 10p

3

UK

UK

Body Shop Intl Ordinary 5p

2

UK

Global

Boots Group Ord GBP0.25

3

UK

UK

BT Group Ord 5P

3

UK

UK

Cadbury Schweppes Ordinary 12.5p

3

UK

Global

Colt Telecom Group Ordinary 2.5p

X

UK

UK

Countryside Props Ordinary 25p

1

UK

UK

Dexia NPV

3

UK

Europe

Eidos Ordinary 2p

X

UK

Global

Fortis Group Common Stock

3

UK

Europe

Inchcape Ordinary 150p

3

UK

Asia

Nokia Corporation Ord Eur 0.06

3

UK

Global

Sainsbury J Ordinary 25p

3

UK

UK

Shell Trans & Trad Ordinary 25p

3

UK

Global

Unilever Ordinary 1.4p

3

UK

Global

Wachovia Corp Common Stock

3

US

US

Washington Mutual Com Stk

3

US

US





Scale:
1 - very GRI,
2 - some GRI,
3 - modest GRI,
X - not GRI.




Working List

As of June 2004, the following stocks have been screened from SRI indicies to be considered for inclusion in the portfolio.

Exchange Company/Ticker
UK 3i Group
UK Abbey National ANL
UK Bank of Ireland
UK Boots Group BOOT.ISE
UK BOS.ISE
UK BT.A
UK BP
UK Cadbury Schweppes CBRY
UK CTM
UK CYD.ISE
UK Dexia DEX/PDX
UK EID.ISE
UK EZJ
UK Fortis
UK HEAD
UK Holcim
UK HSBC Holdings
UK INCH.ISE
UK J Sainsbury SBRY
UK Matsushita Electric
UK MKS
UK MmO2
UK Nokia NOK
UK Norsk Hydro
UK RBS
UK Reuters
UK SHEL
UK Standard Chartered
UK Storebrand
UK ULVR
UK Vodaphone
UK Volvo AB
US Adobe Systems
US APOL
US Astropower
US BAC
US Ballard Power Systems (BLDP)
US BMC Software
US Cable & Wireless
US Capital One
US CECO
US Chiquita (CQB)
US Citigroup
US COCO
US CSCO
US EI Dupont de Nemours
US Electrolux (ELUX)
US FuelCell Energy (FCEL )
US GaiaM
US Green Mountain Coffee (GMCR)
US Henkel (HNKG.BE )
US Herman Miller (MLHR)
US Horizon Organic Dairy
US Horizon Organic Dairy (HCOW)
US Hutchison Whampoa
US INTC
US Invensys
US Ionics
US Itron (ITRI)
US JDS uniphase
US JM Inc. (JM.ST)
US JNJ
US Juniper Networks
US JWA
US Kroger
US Kubota Corp
US Life Energy & Technology Holdings (LETH)
US LWAY
US MKTY
US Novo Nordisk (NVO)
US Novozymes (NZYMb.CO)
US NT
US Odwalla
US PLUG
US Power Integrations (POWI)
US ROV
US Safeway
US SBC Communications
US Siebel Systems
US SLVN
US Sony SE
US ST Microelectronics STM.NYS
US STRA
US SU
US Sun Microsystems
US Swiss Re (RUKN:SWX)
US Timberland (TBL)
US TM
US United Natural (UNFI)
US UOPX
US Vestas (VEST.CO)
US Vestas Wind Systems
US Wachovia WB
US Wainwright Bank (WAIN)
US Washington Mutual WM
US WFC
US Whole Foods Market (WFMI)
US Wild Oats Markets
US Xilinx
US Yahoo

This report has been prepared for information purposes and is not an offer, or an invitation or solicitation to make an offer to buy or sell any securities. This report has not been made with regard to the specific investment objectives, financial situation or the particular needs of any specific persons who may receive this report. It does not purport to be a complete description of the securities, markets or developments or any other material referred to herein. The information on which this report is based, has been obtained from publicly available sources and private sources which may have vested interests in the material referred to herein. Although GRI Equity and the distributors have no specific reasons for believing such information to be false, neither GRI Equity nor the distributors have independently verified such information and no representation or warranty is given that it is up-to-date, accurate and complete. GRI Equity, associates of GRI Equity, the distributors, and/or their affiliates and/or their directors, officers and employees may from time to time have a position in the securities mentioned in this report and may buy or sell securities described or recommended in this report. GRI Equity, associates of GRI Equity, the distributors, and/or their affiliates may provide investment banking services, or other services, for any company and/or affiliates or subsidiaries of such company whose securities are described or recommended in this report. Neither GRI Equity nor the distributors nor any of their affiliates and/or directors, officers and employees shall in any way be responsible or liable for any losses or damages whatsoever which any person may suffer or incur as a result of acting or otherwise relying upon anything stated or inferred in or omitted from this report.

 

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