About Worldwise Investor
Worldwise Investor is primarily aimed at UK investors and advisers and provides a variety of news, opinion and knowledge provided 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.
Who set up Worldwise Investor?
The site has been designed by Holden & Partners in partnership with 6 key Investment Houses to help ethical and green investors to make educated decisions about their ethical and green investment funds.
How we work with Socially Responsible, Ethical and Green Investment Fund Managers
Investment Fund Managers post their updates and news about their funds directly onto the website. Investors who favourite their fund can find these updates through myWorldwise or via a weekly email alert.
Investment Fund Managers post their updates and news about their funds directly onto the website. Investors who favourite their fund can find these updates through myWorldwise or via a weekly email alert.
You can find all our funds listed on our fund library. Our fund library is a useful tool as it filters funds by theme, ethical screen and platform. Each fund is clickable and will reveal latest performance data, and here you can find a fundview pdf provided by the Investment Manager. More information such as news and management information is revealed when you click on the fund name.
Ethical, environmental and thematic Investing
Ethical, environmental and thematic investing is becoming increasingly important to the investment industry and investors, as mega trends in consumer behaviour become identifiable and investable. This increased awareness and interest in ethical and green investments is fuelling a need for a greater breadth and depth of information and more straightforward and transparent access to key facts (see our fundview on each investment fund) and figures.
If you have any comments about the site or have further questions about us please contact us.
Get investment advice
Speak to a specialist adviser for help in choosing the right green or ethical investment.
For more information
For website enquiries email info@worldwiseinvestor.com or contact us.
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.