We want to cut out the complexity of investing by letting you choose a portfolio based on your values and risk level.

CIRCA5000 lets you invest your savings in the stock market by choosing one of our 3 portfolios:

  • People

  • Planet

  • Planet & People

When you choose a portfolio you filter the ETFs you're choosing to invest in. Each ETF invests in companies working towards the societal or environmental cause of the portfolio; and you'll always have a portion of your portfolio invested in green bonds and government bonds, and a portion remaining in cash.

You'll be able to view the ETFs included the portfolio you've chosen by viewing the KIIDs (Key Investor Information Document). The KIIDs are available during your sign up, if you switch portfolio at a later date in the app, and also by tapping the arrow next to each ETF in the Asset table of your Insights tab once your account is set up.

People

You'll invest in companies helping humanity to thrive. Focusing on health, education and cybersecurity.

Planet

You'll invest in companies making the essentials accessible. Focusing on sustainable food, water and energy.

Planet & People

A combination of our Planet and People portfolios. You'll invest in energy, water, food, health, education and cybersecurity.

Are there different risk levels?

We offer 3 risk levels you can apply to your portfolio:

  • Cautious

  • Balanced

  • Adventurous

The Cautious risk level invests a higher portion of your portfolio into green and government bonds (also with a higher portion held in cash) and a lower portion of your portfolio into the ETFs consisting of companies working towards the societal or environmental cause of the portfolio.

The Adventurous risk level invests a lower portion of your portfolio into green and government bonds (also with a lower portion held in cash) and a higher portion of your portfolio into the ETFs consisting of companies working towards the societal or environmental cause of the portfolio.

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