Good Returns

There’s an enduring myth that incorporating social purpose into investment means worse returns. The evidence doesn’t back this up.

The chart above shows that the average ‘ethical’ global fund has consistently delivered comparable or better returns than the average conventional global fund.

And these results are replicated for other sectors:

There’s a good reason for this.   

The world faces major challenges – climate change, food pressures, diminishing natural resources and many more besides – but challenges lead to opportunities.

These multi-decade opportunities create tailwinds for companies providing solutions leading to higher than average growth.

Sales growth of all stocks in the WHEB Sustainability Fund universe compared with the global average. Source: WHEB Asset Management.

Performance Studies

Thanks for visiting!

The information in this website is aimed at UK Investment Professionals (i.e. regulated firms) only. Any persons who do not fall within the definition of Investment Professional should not use or rely on the information in this website and should seek professional advice regarding their investments.