Performance - Investing in positive and sustainable sectors
We make investing with a clear conscience easier by offering a range of investment options.
Our Ethical Charter steers us into parts of the economy that are good for the planet, people and animals, and away from harmful sectors. As a result, our portfolio differs significantly from the relevant benchmark on a sector-by-sector basis (as shown in the chart below).
We have higher allocations to healthcare, information technology and utilities, and much lower allocations to energy and materials.
Historical returns are updated every month. Our returns are provided on an after-fee basis.