The panel, which consisted of Neville White, social responsible analyst at Ecclesiastical, Simon Gottelier, fund manager at Impax and George Latham, fund manager at Henderson Global Investors, were asked which themes they felt were ones to be invested in today. Two of the panellists felt that the water theme would provide superior returns, with de-salination identified as a growth area, while the third felt that 'efficiency' would demarcate returns, by which the panellist meant that huge cost savings could still be made by business, irrespective of governement legislation and support.
There was also a sense amongst the panellists that the thematic, environmental and ethical market as outlined by Worldwise Investor are well positioned to grow in the future and move from the niche it is today, into a more main stream part of the investment market. At the moment this group of funds only constitutes between 3% to 4% of the investment fund market at £21.8bn and so there is plenty of room for this market to grow.
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