Ethical and Green Investment Performance Comparison
Every fund we select is filtered through our Investment screening process.
Read our section on ‘Investment Approach’ from Worldwide Financial Planning.
Investment performance screening is more complicated than comparing other funds in that you are invariably comparing the sweetness of an apple with the shape of a pear. In order to obtain the best performance, do you really want to ease up on the fact that they don’t screen out one aspect of your criteria? Do you screen criteria first and performance later?
In 2005 we won the UK Ethical Investment Adviser of the Year with the FT publication Investment Adviser, having invested an ethical portfolio for a whole year and produced the best returns within the green ethical remit.
Find out why so many people choose Worldwide Financial Planning as their Investment adviser by calling 0800 0112825 or complete the enquiry form in confidence.
Worldwide Financial Planning – Investment Adviser of the Year, Ethical Investment Adviser of the Year
The value of shares and investments can go down as well as up
Why switch your investment adviser to us? Call:
0800 0112825 or complete the enquiry form
and we'll call you straight back.
Our fee guarantee: You will not pay any fees unless we can help you.
"To win demanded skills of fund selection and portfolio construction of a highly professional nature - those IFA's who come top have demonstrated that they are the best there is"
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16 FT Awards in 4 Years