Worldwise Investor Knowledge
We have expert knowledge when it comes to investing in the ethical, environmental and thematic market and have created this section to help you improve your own knowledge to make more informed investment choices.
Our themes, benchmarking and screens have been specially devised and researched by our team of experts to help you gain a better understanding of individual funds. Read more about Worldwise Investor.
If you’re not sure where to begin investing, our Guide to investing and glossary can help. Or if you don’t know how to use the site: read our frequently asked questions.
Worldwise themes
Find out more about each theme, with detailed background and performance information, and fund listings.
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Worldwise Benchmarking
Find out about Worldwise benchmarks and that help you see how funds perform against similar their peers.
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Ethical Screens
Read descriptions of the industries and criteria that funds screen against in order to exclude certain companies.
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Learn the lingo
Find out what many of those complex financial terms actually mean in our extensive Worldwise Investor glossary.
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How to use the site
If you're not sure how to do something on Worldwise Investor, our Questions and Answers should help.
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Quarterly reports
Take a look at the Worldwise Investor Quarterly Reports for a summary of what's been happening.
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Get investment advice
Speak to a specialist adviser for help in choosing the right green or ethical investment.
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.