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Ethical Investments

Ethical Investments

Profiting with a clear conscience

Growing your capital and income are naturally important to you as key investment objectives, but for some people the means by which their wealth is generated also influences their choices. A growing number of our clients prefer to avoid investing in companies they see as profiting from activities regarded as undesirable.

In its early days, ethical investment appeared suited only to a small minority of investors, but it has long since become mainstream. Now a lot of professional investor attention focuses on environmental, social and governance (ESG) issues and over 1,000 asset managers and owners subscribe to UN-backed Principles for Responsible Investment.

What all this means for you as an investor is that if you wish to avoid buying into companies that profit from such products and services as tobacco, alcohol and gambling for example; or operate in a way that threatens environmental damage, it should be possible to structure your investment portfolio in a way that meets your preferences.

Shutting out certain companies from your portfolio need not be detrimental to your investment returns; ethical funds may outperform or underperform in comparison to other funds over different periods of time. Rising concerns over climate change and global health may further support the ethical trend. Find out more from your adviser.

The value of an investment can go up as well as down and you may not get back the original amount you invested. Equity based investments do not afford the same capital security as a deposit account. Past performance is no guarantee of future performance. Taxation reliefs, levels and bases can change in the future and the contents of this website refer to our understanding of current taxation legislation. This communication is for general information only and is not intended to be individual advice. It represents our current understanding of law and HM Revenue & Customs practice. You are recommended to seek competent professional advice before taking any action.