Investment approach
Ethically screened investments
In recent years, we’ve become aware that ethical and responsible investment is important to many of our clients. In addition, a strategy with a sustainable approach is becoming increasingly so for today’s and future generations.
We offer investment options that are screened for ethical and sustainable values. We consider factors such as environmental impact, social responsibility, and governance (ESG) when choosing these investments.
We aim to provide clients with investment opportunities that align with their values while still striving for financial growth.
Non-screened investments
Our second investment approach is focused on low-cost, globally diversified index investing. While these investments aren’t specifically screened for ethical criteria, they are structured to deliver solid long-term returns by providing exposure to a broad range of global markets.
By keeping management fees low, this approach allows your investment to work harder for you, helping to minimise costs while still capturing the growth potential of the markets.
Rather than trying to pick individual stocks or time the market, low-cost index investing offers a way to participate in the overall growth of the global economy, which can lead to more consistent performance over time.
Key features of our investment philosophy
Diversification
Both our ethically screened and non-screened investments are globally diversified to reduce risk and improve the potential for steady long-term returns.
Long-term focus
Our investment approach is designed for long-term financial growth, making it suitable for clients with a focus on building wealth sustainably over time.
Low costs
With non-screened investments, we emphasise keeping costs low through index funds and efficient portfolio management to preserve more of the clients’ returns.
