WAY Green Portfolio Fund
The best of environmental investing...
The impacts of climate change, population growth and dwindling natural resources are bound to create some very exciting investment opportunities...
Climate change is happening now, and is likely to become the biggest issue of the 21st Century. Whilst at the same time, global population growth is forecast to increase by 30% over the next 40 years. Both of these trends will put pressure on finite natural resources. Arising out of this dilemma will be attractive commercial opportunities for investors. Attractive investment propositions will include funds which have already proved that they are capable of delivering concrete returns. Overriding themes within the portfolio are alternative clean energy, water, waste management and recycling.
The objective of the WAY Green Portfolio Fund is to achieve long term capital appreciation through these opportunities, in a manner that is consistent with protecting the environment.
As a fund of funds we primarily invest in funds from investment houses that have demonstrated commitment, experience and a proven track record in this sector. We are also open to new ideas, but will support fund managers that have spent a number of years investing in this space, and who have ideally spent time working in the climate change industry. We believe this gives them an important edge, and a better understanding of the stocks they are investing in. Our aim is to bring together the best of environmental investing.
The WAY Green Portfolio Fund is suitable for a range of investment objectives, including inheritance tax mitigation, regular savings plans as well as lump sum investment - and also can be held within an ISA wrapper.
1. Data & Statistics - Financial Express
2. Others: Lipper; Vestra Wealth Management LLP
Review: 1st Anniversary Review
Brochure: The Case For Climate Change Investing
Latest WAY Green Portfolio: Fund Factsheet
WAY Green Portfolio: Initial Asset Allocation
WAY Green Portfolio Fund: Plan Documents
WAY Green Portfolio Fund: Climate Change Microsite
The price of shares and the income from them can go down as well as up as a result of changes in the value of the underlying investments and currency movements. An investor may not get back the amount originally invested. Past performance is not necessarily a guide to future returns.