Choosing whether to follow the heart or the head has often proven a challengefor many investors: on the one hand ethically and morally but not financially enriching and on the other financially but not morally rewarding.
The facts show that this is no longer a dilemma.
Research from Moneyfacts Investment Life & Pensions found that overall, ethical or “sustainable and responsible investment” (SRI) funds beat returns generated by traditional funds in 14 out of 20 different investment scenarios surveyed, with the average ethical fund returning 7.8% compared with 6.5% from the average non-ethical fund in the past 12 months.
– — O — –
A record 1.85 m people are saving and investing £3.6 bn in businesses creating positive social and environmental impact, according to the Ethex annual report of the positive investment market.
A record 1.85 million people across the UK are saving and investing £3.6 billion to create positive social and environmental impact, according to Ethex’s annual survey of the market, launched today to coincide with Good Money Week 2015.
Positive savings and investments – in communities and businesses with a strong social or environmental mission – grew 11% in the last year, more than four times faster than the 2.4% average growth of UK household savings and investments over the last five years, finds the “Positive Investing Report 2015” by Ethex, the not-for-profit platform for positive investments and savings.
– — O — –
Talk to Jan about what you want your own money to achieve whilst also seeking an investment return
http://oliff.uk/?p=1708