Striking a happy medium with medium green investment funds?
Medium green investment funds are the ‘middle ground’ of the ethical investments spectrum, and address the desire of those investors seeking socially responsible investments but who, for various reasons, do not require the very strict ethical investment criteria applied, for instance, by dark green investment funds.
Does it sound as though medium green investment funds may be the right choice for you? Perhaps you need advice on the criteria applied to medium green investments as you are unsure if the criteria matches your own? Let’s not forget the returns of these investment funds also! Talk to our friendly team of expert advisers today for impartial investment advice:
Make an online investment enquiry or ring 0800 678 5929 now.
Do medium green investments suit you?
Perhaps a medium green investment fund will suit an investor who wishes to avoid the most controversial industrial sectors, from an ethical point of view – the more traditional ‘unethical’ sectors such as tobacco, the military and oil & gas. These investors may be satisfied with a medium green investment fund that utilises negative screening, and a policy of exclusion which identifies and weeds out the most unpopular industries.
However, many investors are wary of funds whose ethical criteria are so strict that the fund manager’s shortlist of admissable companies is relatively limited. They see such limitations as potentially hampering the managers of their ethical investment funds from achieving a competitive return.
They may adopt a strategy of medium green investments which might not, for example, screen companies with regard to their labour practices, or their environmental practices, accepting that all their portfolio needs to do is avoid the ‘worst of the worst’ by investing in medium green funds. These are investors who favour ethical investments companies which allow their managers a high degree of freedom to seek out value over a broad range of companies, sectors and activities.
Get expert advice on ethical investment from our investment advisers – Make an online investment enquiry or ring 0800 678 5929 now.
The managers of each medium green fund will generally have information provided to them by an inhouse research team who implement the ethical investment criteria pitched at the ‘medium green’ levels as described above. In addition, there will generally be a panel of independent and possible non-executive experts who will verify and guarantee that the fund manager’s investment decisions remain within the parameters of medium green investment funds.
As such, medium green investment funds acknowledge certain ethical concerns, but temper them with commercial realities by targeting the potential returns based on a wider range of investment choices.
Are you interested in medium green investment funds? Make an online investment enquiry or ring 0800 678 5929 now.
