Good Returns

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

performance chart

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:

performance bond chart

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.

market ops

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

wheb sales growth

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

Performance Studies


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