Myth 2: Financial performance is sacrificed
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.
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