Green Investment

How will you help me with my green investment?

Your dedicated independent financial adviser will guide you through the process of choosing the correct green investment for you. You can be assured your investments will be managed by the Investment team here at Worldwide, utilising all our expertise and customer service.

Use our contact form or call free on 0800 0112825 today to speak to your FT award winning independent financial adviser.

Initial consultations are free of charge and obligation.

Our Fee Guarantee: You won’t pay any fees unless we can help you.

Our green investment awards

At Worldwide, green, ethical and socially responsible investment is very important to us. Our awards include the UK Ethical Investment Adviser of the Year with the Financial Times publication Investment Adviser.

How do you view green investment?

We view green investment as investing in a way that supports, improves or sustains the environment. How green a green investment is will always depend on your personal standards. Green investment generally means taking certain investment approaches. These approaches include:

• Negative screening – screening out the ‘bad guys’ from investment funds i.e. avoiding companies who engage in practices that are harmful to the environment.

• Positive screening – actively investing in the ‘good guys’ i.e. engaging with companies that are making a positive contribution to the environment and society.

What is Worldwide’s green investment screening process?

Our green investment screening process involves researching every green fund thoroughly and measuring its performance.

Worldwide’s screening process comes in two parts:

1. Looking at how a fund screens its investments

2. Looking at the fund’s performance which involves measuring risk through use of the Sharpe ratio (a measurement of return and risk) as well as assessing the consistency of the fund’s performance and its overall performance.

This allows us to find the very best green investment funds for your requirements.

What types of green investment funds are available to me?

There are several. Green investment opportunities are numerous and have increased in recent years. There are now a number of funds that are dedicated to green and ethical investments.

Because Worldwide are a totally independent firm, our advisers have access to every single fund there is. Our research means that you will get the very best funds at the very best price.

We will make sure you are invested in exactly the right funds for you.

Is it possible to be a green investor and still make money?

Yes it is, and our advisers will help you do this. As the world is rapidly being made to become more aware of the need to create a sustainable future, many opportunities are arising for green investors in the energy and environmental sectors.

It is likely that more green investment funds will become available, giving investors more choice and more opportunities for a return on capital. Your dedicated independent financial adviser will be at the forefront of developments within green investment.

Bear in mind that green investment funds carry the same potential for risk and reward as any other investment. See our section on Investment Risk for further information. Your independent financial adviser will find the best green investment option for you.

For more information about green investment contact your dedicated independent financial adviser at Worldwide Financial Planning on 0800 0112825 or fill in the contact form and one of our dedicated advisers will contact you.

Remember: you won’t pay any fees unless we can help you.

The value of shares and investments can go down as well as up.