sustainable investment

Buy, Hold, Sell: why this fund manager is hanging up on Vodafone

Royal London Sustainable Leaders, as the name suggests, focuses upon sustainable businesses. “Our investments are skewed towards companies with products and services that support transition to a cleaner, safer and more sustainable world,” says Mike Fox, who has managed the fund since 2003.

Fox says the fund’s stockpicking process is primarily bottom-up. However, alongside the usual fundamental analysis expected of any stockpicker, he also looks at the sustainability credentials of each company.

Ethical ETFs: there's never been a better time to put your money where your morals are

Investors have historically paid for the privilege of incorporating ethical or environmental, social and governance (ESG) factors into their portfolios, in the form of higher management fees. However, this is changing. The average ongoing charge for an ETF that applies ESG values and/or screens in Europe has fallen year-on-year since 2012 from 0.55% to 0.36%, making them more attractive.

Why the UN’s sustainable development goals matter to investors

The world feels much smaller than it did 10 years ago. Globalised trade means that we can get virtually anything that we want from anywhere in the world, while the internet allows us to connect with people on the other side of the globe as easily as if they were in the next room. All these things have helped spur innovation.

Fund ideas for Good Money Week

This weekend marks the start of Good Money Week (29 September to 6 October), which aims to promote sustainable, responsible and ethical investing.

According to the latest statistics, leading ethical indices have beaten their non-ethical peers over 10 years.

In the UK, the FTSE4Good UK index beat the FTSE All Share Index, returning 107.23 per cent versus 105.5 per cent over 10 years to 20 September 2018.

Sustainable investment has power to create stellar returns

You might not think a fund manager has much in common with Luke Skywalker. One chases villains around a galaxy far, far away; the other chases investment opportunities from an office in the City of London. But Mike Fox, manager of the Royal London Sustainable World fund, was inspired to get involved in sustainable investing by his childhood hero. ‘I was brought up on Star Wars and this basic premise that if you do the right thing you get a good result.

Sustainable investing: should you go active or passive?

A row of solar panels may still be the image that pops into most people’s minds when they think of sustainable investing. But the socially responsible investment sector is in fact much broader, and it is steadily becoming more mainstream. Two thirds of investors would like their money to support companies that are profitable but also make a positive contribution to society and the environment, according to Triodos Bank.

Eight questions to ask when picking a sustainability ETF

As sustainable, socially responsible investing becomes more mainstream, the menu of exchange traded funds conforming to the associated environmental, social, and governance (ESG) criteria is growing. There are now close to 30 such ETFs listed on the London Stock Exchange, with combined assets of £4.8 billion. This expanding choice is great news for investors, but it calls for greater care from would-be investors.