Five reasons to invest in ethical funds
HJ Fantaskis | 16.10.12
Have you ever thought about what happens with your money once you've put it into savings?
Anna Guyer, Director of Greenhouse (and long-time green investor) says, "With a return of more than 12%, why wouldn't you invest in funds you really value and believe in - from the new green economy, new clean energy and technologies, to social justice. You would be mad not to!"
Did you see Anna and her family in the Sunday Telegraph over the weekend, talking about her investment in ethical funds?
Five Reasons to Invest in Ethical Funds
- Personal values - you can invest in a fund that you care about; one that reflects your values and your priorities.
- Performance - excellent short-term and long-term returns are available in the ethical and environmental sectors (for example, Cheviot Asset Management and Kames Capital can offer a +12% return).
- Price - many of the ethical funds in the market are very low cost compared to the rest of the 'conventional' market.
- Planet - we don't have another life or another planet, so best to make use of this life and take better care of the planet that we have.
- Pleasure - it is really rewarding to see your money making a difference.
Five Steps to Take
- Reflect on your values - what are your passions and concerns? Where do you want to see your money making a difference?
- Consider your approach to risk - are you a safe investor? Do you want to take risks? How long-term is your investment plan?
- Find yourself an expert - or an advisor that can match your values and your approach to risk (or 'risk profile') to the funds that match your criteria.
- Read the small print of each fund - ensure that you are investing in the right sort of companies, beyond the title of the fund.
- Reinvest - consider re-investing your profits to do even more!
John Ditchfield, Managing Partner at Barchester Green says, “There is more to selecting the right investment fund, than just looking at financial performance. You need to know and understand your investment and your investment choices; a specialist ethical adviser can help you to consider your values, look at your risk profile, and recommend funds that suit your particular needs.”
If you want more information, or simply want to talk through your options, talk to Barchester Green Investments.
This week is National Ethical Investment Week (14th - 20th October 2012) Please pass this blogpost onto a friend, family member and help us spread the word!
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