Market News (44 articles)

Pictet Timber may have best chance at Investment Week Fund Manager of the Year Awards

By Mark Hoskin, IFA at Holden & Partners on 28 May 2013 Market News

Each year the fund management industry gets together to salute their heroes at the Royal Albert Hall. It is always a very well attended event and this year is the 18th Investment Week Fund Manager of the Year Awards with six funds from Worldwise Investor having been nominated. In 2010 Robin Hepworth won an award for the Ecclesiastical Amity International fund and this year we feel that Gabriel Micheli and Christoph Butz from the Pictet Timber fund may have the best...

read full article

| Multi-thematic

Consumers beware - Triodos Bank direct offer launch may be expensive to ethical investors

By Mark Hoskin, IFA at Holden & Partners on 7 May 2013 Market News

The news that Triodos bank has launched two new ethical funds to the UK market should come as good news, but consumers need to be wary because while Triodos is a very well respected brand the initial costs to invest are high for those with a financial adviser, or who usually use a platform to invest. This is because Triodos have not made their two new funds available through the normal distribution channels, with Triodos bank acting as the sole distributor.

read full article

Global | Ethical

Latest acquisition to boost the ethical investment market

By Arabella Murphy, Worldwise Investor on 20 March 2013 Market News

Royal London strikes a deal worth £220m for Co-op's life insurance and asset management arms, including the takeover of 5 sustainable screened funds, enhancing its offerings in the socially responsible investment market.

read full article

UK | Ethical

Will evidence and science encourage robust climate change policies?

By Simon Webber, Schroders on 23 January 2013 Market News

Following the Doha climate change conference, this month news flow has focused on the 2012 track record of extreme climate conditions and their potential link to climate change.

read full article

Global | Schroder

Cheviot and Quilters in Merger Talks

By Mark Hoskin, IFA at Holden & Partners on 26 October 2012 Market News

There was surprise Wednesday morning in the offices of Cheviot that the story had leaked from Quilters that the venture capital house Bridgepoint are looking to add Cheviot to their purchase of Quilters earlier this year. The merger would add £4bn of assets at Cheviot to the £8bn that Quilters have creating a much bigger player in the wealth management space. But what is the implication for the Cheviot Climate Assets Fund?

read full article

| Multi-thematic

The highs and lows of the ethical and green investment market 2012

By Arabella Murphy, Worldwise Investor on 10 October 2012 Market News

Today, in time for National Ethical Investment Week (NEIW12) we have released the latest Worldwise Investor report which highlights the highs and lows of the ethical and green investment market in the first half of 2012. It has been a good time for ethically screened funds in the UK and Investment Houses have seen signficant swings in Assets Under Management.

read full article

Ethical funds given boost by Alliance Trust

By Mark Hoskin, IFA at Holden & Partners on 2 August 2012 Market News

Today it has been announced that Peter Michaelis, the Head of Sustainable and Responsible Investment (SRI) at Aviva Investors is to move with his whole team to Alliance Trust. We caught up with him this morning to find out a little more about this move and why he feels it is the right one.

read full article

| Ethical

Rio 20 a clear lack of commitment over sustainable development

By Simon Webber, Schroders on 31 July 2012 Market News

The UN conference on sustainable development “Rio + 20” marked the twentieth anniversary of the 1992 Earth Summit from which the first international convention to address climate change was agreed (among other international environmental commitments). There was a distinct lack of international commitment to address sustainable development. Instead it was left to unilateral initiatives to fill the vacuum.

read full article

Global | Multi-thematic | Schroder

Investing in Liquid Assets

By Claudia Quiroz, Cheviot Asset Management on 4 July 2012 Market News

Rapidly shifting demographics in a resource constrained world are creating a number of investment opportunities across the conservation and efficiency themes, particularly in the water industry.

read full article

UK, Global | Water | Cheviot

Why Social or Impact Investment?

By Mark Hoskin, IFA at Holden & Partners on 21 June 2012 Market News

The UK government is trying through the Big Society Capital fund to push much greater amounts of finance into helping solve many of society's social problems. A key element to Big Society's strategy is to help ordinary investors understand and be part of this investment process and last week Gavin Francis from Worthstone and Nesta launched a report entitled 'Financial Planners as Catalysts for Social Investment' into the challenges financial planners have in helping wealthy investors realise...

read full article

Get investment advice

Speak to a specialist adviser for help in choosing the right green or ethical investment.

Request contact

or call 020 7812 1460

Worldwise Investor Fund Alerts

Pictet Water

Pictet Water Fund: News from the Advisory Board (September) http://goo.gl/LvaWt

5 December 2012
IM WHEB Sustainability

WHEB IM Sustainability Fund latest factsheet (July) http://goo.gl/91ai8

11 September 2012

News keyword search

News by category

News by month

News by author

News by theme

Popular news on Worldwise Investorall news

The definition of thematic investing?

Mock Ecocide Trial Highlights Risks to Investors

Ecotricity wins - but do investors?

Behind Pictet's Timber Fund

Unregulated Collective Investment schemes (UCIS) - Why use them and what do you need to know?

What are 'Stranded Assets' and how might they impact on your investments?

Why IM WHEB's Sustainability fund should be considered by investors looking for a global equity fund

What is 'ESG' and how can companies profit from it?

Latest news comments 24 comments

Unregulated Collective Investment schemes (UCIS) - Why use them and what do you need to know?

And so now the FSA are looking to ban UCIS for retail investors. See

Mark Hoskin | 8 months, 3 weeks ago | read more

The story of 'Closed' funds on Worldwise Investor

The soft closure of the two First State Funds does not mean they are completely closed to new...

Susan Seymour | 9 months, 4 weeks ago | read more

Is Environmental Investing Dead in the UK Equity Income Market?

The Multi-Asset approach seems to be a sensibel approach.

There looks to be quite a...

Richard Essex | 9 months, 4 weeks ago | read more

Is Environmental Investing Dead in the UK Equity Income Market?

Our view is that multi-asset investing is a very different discipline to long-only equity (which is...

William Buckhurst | 10 months ago | read more

Is Environmental Investing Dead in the UK Equity Income Market?

Has the same sort of definition slipping also happened to Jupiter Ecology? I hope not.

Susan Seymour | 10 months ago | read more

» all news discussion

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.