GWM Launch Ethical Funds

In recent years there has been a significant increase in the number of people looking beyond the return an investment brings them. And instead choosing an investment strategy based on their personal values.

That’s why we are delighted to announce the addition of an ethically focused fund that investors can access across all x of our Model Portfolios.

Speaking of the decision, GWM's Chief Investment Officer Iain Ramsay said:

"More than ever, investors are looking for investments that inspire them and considering the impact of their investment on wider society and/or how a company treats their people."

"Currently in the UK, these socially conscious funds account for around £20 billion of assets; an increase of over £4 billion in the last ten years.
Yet this is a largely under-served market in the international arena."

Common misconceptions

Traditionally, ‘ethical’ investing was often associated with green schemes and many investors believed that such funds provided lower returns.  This is simply not the case, as Ramsay explains;

“When picking stocks to build ethical funds, it’s possible to be mindful of the environmental and social impact a company has as well as its potential to deliver strong returns.”

Investing with confidence in something it is still relativly unknown to some can be quite daunting. However, GWM's team of Uk trained, internationally experiences Financial Planners are on hand to answer any questions you might have.  

You can book a meeting either face to face or online now by
emailing email address goes here at dotcom

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