Category / News / Portfolio Updates
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Sustainable Ethical Allocation Portfolios – Quarter 1, 2021 Update
The Sustainable Ethical portfolios have struggled so far this year….. is it time to abandon the quality E.S.G. & Socially Responsible Investing approach that we promote..??
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Fundsmith Equity – Should investors holding this fund be concerned …..
Is it time to exit…?? The highly rated Fundsmith Equity has underperformed over the past 6 months, so should investors be concerned & head to the exit.
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2020 – A year to forget….. or a year to remember..?
2020 was a challenging year for all….. we review the performance of the Sustainable Ethical Allocation Portfolios and how they compared to their peers
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2020 – A year to forget….. or a year to remember..?
2020 was a challenging year for all….. we review the performance of the Sustainable Ethical Allocation Portfolios and how they compared to their peers
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How to reduce paying tax on your investments if you are returning to Australia…
Pay Less Tax on your investments… Take advantage of Global Investment Products to reduce, or even eliminate Australian tax on your investment portfolio. All this while still having full control of your invested assets.
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Turmoil and Opportunity
With all of this turmoil & negativity this year, Global Discovery is up 35% for 2020…… read how the earlier turmoil resulted in opportunity.
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Top 5 reasons to use an International Investment Platform
Read the Top 5 reasons to use our preferred International Investment Platform: Low Cost & Transparency, Investment Range, Multiple Currencies, Safety & Security and Financial Strength.
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No upfront or establishment costs… But are you being charged more elsewhere??
The obvious question that needs to be asked is if there are no fees or charges, how then are advisers, consultants, brokers getting paid?
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Transparency… What is the real cost of investing?
As part of our Ethical approach in doing business, we ensure that potential clients are fully informed of the charges that they will be subject to……. We advocate Full Transparency.
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Within this turmoil, is there opportunity??
While our Sustainable Ethical Allocation Portfolios have been able to perform better than the general markets, this first quarter of 2020 has seen portfolio values reduce. But does this now present itself as an opportunity to take advantage of the current market situation?
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What is Environmental, Social and Governance (ESG)?
ESG – Environmental, Social and Governance refers to the three central factors in measuring the sustainability and societal impact of an investment in a company or business.
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What is Socially Responsible Investing (SRI)?
SRI or social investment is any investment strategy which seeks to consider both financial return and social/environmental good to bring about social change regarded as positive by proponents.
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The funds hit by the coronavirus sell-off
Almost all sectors in the Investment Association (IA) universe suffered heavy losses last week as equity markets sold off amid increasing coronavirus concerns, data from FE fundinfo shows.
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When Warren Buffet speaks, people from all over the world listen
Probably the most famous, successful investor has recently released his Chairman’s letter to shareholders of Berkshire Hatthaway. Probably the most anticipated annual shareholder letter for investors globally.
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Well, I did it. I bought shares today by Scott Phillips
Today, Scott Phillips narrowed his search down to a few companies that are attractively priced, compared to their long term future earning potential. So he bought them. Investing doesn’t need to be any harder than that.
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What Are Environmental, Social, and Governance (ESG) Criteria?
Environmental, social and governance (ESG) criteria are a set of standards for a company’s operations that socially conscious investors use to screen potential investments.
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Why BlackRock Is ‘Going Green’
BlackRock, the world’s largest money manager, just announced that it would exit investments with “high sustainability” risks. BlackRock Is ‘Going Green’.
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Morningstar European sustainable fund flows reach record levels in 2019
Morningstar’s sustainable funds universe attracted record inflows of €120bn last year, with almost 40% of these coming in during the final quarter alone.
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Surge in eco-awareness driving ‘most significant’ period of ESG inflows
High-profile eco campaigns among factors behind spike in returns.
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Four French AM heavyweights seek to outsource new ESG initiative
Four Paris-based asset management companies plan to approach ESG measuring tools from a fresh perspective, with the help of an external partner.
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BlackRock shuffles top ESG roles amid full sustainability push
BlackRock has made several senior personnel changes in an effort to strengthen its sustainable investing platform.
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Still pursuing green: The rise of ESG in the US
The rise of ESG in the US Responsible investment making waves across the pond
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Spotlight firmly focused on ESG space in 2020
A bumper year of events ahead promoting sustainable investment
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Five Trends Shaping Markets In 2020 and How to Respond
Asset allocation ideas to help position your portfolio for the challenges and opportunities ahead. Effective strategies to navigate this environment may include diversifying risk, going long duration, and overweighting emerging markets.
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Data Availability Drives ESG Investing Surge
The widespread availability of data has also emerged as a source for good. Investors and research analysts have increasingly found inventive ways to capitalize on newly available information.
