Fact: 90% of wealth managers responding to a summer 2009 survey said that their gree and ethical investing portfolios had performed the same as or better than their other portfolios.
(source UKSIF).
My own view – performance might be worse or better than the market, frankly it will depend on the market cycle. Generally speaking ethically screened funds holder “smaller companies” within their fund, these tend to do well in rising markets and poorly when markets are falling. In philosophical terms – one would assume that companies that provide a way for us all to save costs and energy are likely to prosper.
We are a boutique firm of financial planners. We create financial plans designed to achieve a desired lifestyle. We will craft and implement your plan that will provide you with the greatest chance of accomplishing your unique goals based upon the values that you hold. Financial products are little more than the tools to achieve your required results
Call us today or visit our website for more information and to arrange a meeting
Call us today or visit our website for more information and to arrange a meeting