2021 was another year impacted by the uncertainty of Covid19… and our sustainable & ethical strategies resulted in another positive year of performance for the Sustainable Ethical Allocation Portfolios.

Please read our 2021 performance review.

The start of November 2021 marked 3 years from when we constructed and starting monitoring the Sustainable Ethical Allocation Portfolios. So how have they performed..??

Please read our 3 year anniversary performance review.

The Investment Rollercoaster that is 2021 continued its theme again in the 3rd Quarter

Our latest update provides information on how our Sustainable Investing Strategy is holding up for investors.

A strong performance from the quality sustainable funds, powers the Sustainable Ethical Allocation portfolios to their highest levels.

Please read our monthly update on the underlying performance of the portfolios and how the portfolios have performed so far this year……

Our bias allocation to high quality, Sustainable type assets has provided another month of positive returns for investors.

Please read our monthly update on the underlying performance of the portfolios and how the portfolios have performed so far this year……

The Sustainable Ethical Portfolios continue to power ahead…….

Our performance review shows how sticking with the strategy has benefited your wealth creation.

Please read our half year portfolio performance update and see how you too can benefit from Sustainable Investing using Ethical Business practices…

A positive month all round for the Sustainable Ethical Allocation Portfolios…..

Please read our monthly update on the underlying performance of the portfolios plus a brief summary of the Baillie Gifford Positive Change fund, which we will be providing a focused review on later this month.

Welcome to 2021…….. and the return to media hype and market volatility…..

We summarise how our Sustainable Ethical Portfolios performed in January.

2020 is finally over & the Sustainable Ethical Allocation portfolios ended the year on a high…

Vaccine driven economic recovery………. and the financial markets cheered…!!!

Our Sustainable Ethical Allocation Portfolios have hit an ALL TIME HIGH in November 2020.

Keeping your investment head…… while others are losing theirs.
Why it is so important to invest in quality………

The quality of the underlying assets and the Fund Managers has once again resulted in superior portfolio performance this month…….. this Quarter…….. this Year

Positive momentum continues to power the performance growth of the Sustainable Ethical Allocation Portfolios in 2020….. our monthly update details performance figures and what allocation changes are being made to keep this momentum going.

The quality of the underlying assets have produced another month of positive performance for the Sustainable Ethical Allocation portfolios…

Another strong month of performance for June powers the Sustainable Ethical Allocation Portfolios further into positive territory for 2020…

After a shaky and volatile start to the month of May, and a significant pullback in Europe on the last trading day, the majority of equity markets posted gains for the month……… and so did the Sustainable Ethical Allocation Portfolios.

What a difference a month can make… A strong rebound in financial markets during Q1 2020 resulted in positive performance and returns for our Sustainable Ethical Allocation Portfolios; 14.6% for the Growth Allocation, 10.8% for Balanced Allocation and 7.2% for the Cautious. (April 2020 Update)

Read our in-depth analysis of our Sustainable Allocation Portfolios. To say that the first quarter of 2020 was a challenging one for investors would be an understatement. (March 2020 Update)