Responsible Investing
Sustainable impact fund typically 10-15% of portfolio for ethical investors

Friday 24th of November 2023
Advisers who recommend the fund will typically have 10-15% of a client’s portfolio in the strategy due to its concentrated investment universe.
In the last year, the actively managed fund has reported positive environmental and social gains but a financial loss against its benchmark - a gross one year return of 4% against the benchmark’s 8% at the end of Q3. After fees (1.2%...
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