Welcome to Worldwise Investor. Worldwise Investor is primarily aimed at UK investors and advisers and provides a variety of news, opinion and knowledge written by experts in the thematic, environmental and ethical investment fund industry. We also have a comprehensive fund library where you can filter, analyse up to the minute performance and favourite funds.
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 Event invite   Water Will be Served

31st May 2012 from 8:45 to 10:00am,
at Pictet Asset Management Ltd, Moor House, London EC2Y 5ET

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136 funds, 273 articles

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Latest Newsall news

Worldwise Investor Themesabout the Worldwise Investor themes

Agriculture Investing

Worldwise Investor Themes - Agriculture

Population growth, increases in consumption per capita, and shifting consumption trends will put upward pressure on demand, making investing in agriculture an interesting proposition.


Carbon Investing

Worldwise Investor Themes - Carbon

Since 2005 China has added the equivalent energy capacity of all power plants in Norway and Sweden. In the next 15 years it is expected to add total installed capacity of the US.


Clean Energy Investing

Worldwise Investor Themes - Clean Energy

Renewable energy is just one part of the very large and lucrative energy investment area, which covers a diverse spectrum from clean technology to traditional fossil fuels.


Environmental Investing

Worldwise Investor Themes - Environmental

Today the newspapers are filled with environmental stories - how the environment is impacting society, business and politics.


Ethical Investing

Worldwise Investor Themes - Ethical

In our view 'ethically screened' funds have made a valid and serious contribution to corporate practices since their origin in the 1980s.


Forestry Investing

Worldwise Investor Themes - Forestry

All of the world’s population relies on forests in some way, for resources such as wood, medicines and shelter. As a result of this dependence, more than 200 million hectares of forests have been lost in the past 15 years.


Multi-thematic Investing

Worldwise Investor Themes - Multi-thematic

World markets are no longer broken up by geographical boundaries and as such managing money by theme rather than geography is a more logical approach to take and should add value to investors.


Water Investing

Worldwise Investor Themes - Water

According to the UN, more than 1.1 billion people in the world lack access to clean drinking water and 4 billion people do not have the sufficient infrastructure to access waste water treatment services.


Latest Blogsall blogs

Lies, damned lies and sustainability reports

by Ty Lee WHEB Asset Management

Ty Lee
15 May 2012
How much is 122 billion tonnes of carbon dioxide? If you think it sounds like a lot, you’d be right – it is more than four times the entire planet’s production of CO2 in 2009. It is also the amount that Italian energy utility Enel reported that it produced in 2009. As the... » read more

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Top Five Performing Themesall themes

These top rated themes are ranked on their Total Rate of Return (TRR) over 1 year. To find out more about how this is measured, visit our Glossary.

Water-8.51
Environmental-19.57
Multi-thematic-8.24
Agriculture-11.54
Carbon-20.03
Clean Energy-29.84
Forestry-13.61

Top Five Performing Fundsall funds

These funds are ranked on their Total Rate of Return (TRR) over 1 year. To filter and select funds that suit your investment aims, visit our Fund Library.

Ecclesiastical Amity Sterling Bond 3.42%
Ecclesiastical Amity UK -1.08%
Pictet Water -2.1%
Cheviot Climate Assets -4.93%
Sarasin IE Sustainable Equity Real Estate Global (USD) -5.87%



What I find exciting about this site are the regular news updates and email feeds from one source which put environmental and ethical investing on a par with other financial communications. This will help investors and advisers to factor these issues into their investment planning to a greater extent than they do today.
Brigid Benson, The Gaeia Partnership
I have to say I’m very impressed with what you’ve put together. All seems very comprehensive and easy to navigate.
Jeremy Askew


The value of ethical and green investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks of investing. Our aim is to provide you with the best information we can to help you make decisions about ethical and green investments. It is not to advise you on the suitability of an investment to your personal circumstances. Nothing written on the site should be considered personal advice, nor do Holden & Partners accept liability for any inaccurate information on the site. If you are unsure about the suitability of an ethical and green investment please contact Holden & Partners or your financial adviser.

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Worldwise Investor and Holden & Partners are trading names of Peter.R.T.Holden & Partners LLP regulated by the Financial Services Authority (446291).