Sustainable Portfolio Management Service
WHAT IS IT?
WHY KILLIK & CO?
For those investors that want to take the environmental and social effect of their investments into account.
Whether just beginning to build their portfolio or looking to take a broader fund-based approach, this service should appeal to investors who either do not have the time, or the inclination, to manage their own portfolio on a day-to-day basis
At Killik & Co, we define Sustainable Funds as those that invest selectively based on the principles of environmental and social responsibility and promoting sustainable governance practices. Sustainable Funds may take a proactive stance by investing in, for example, environmentally friendly companies, or firms with good employee relations. Such funds may also seek to avoid investment in companies that are involved in specific industries such as tobacco, gambling or defense.
Risks To Be Aware Of
The level of risk (sensitivity to stock market movements) of a portfolio comprised of Sustainable Funds is likely to be modestly higher than that of a comparable conventional investment portfolio.
As is the very nature of investing, the value of your investments will rise and fall overtime. We devote our time to sourcing the very best investments to meet your objectives, however please do not assume that past performance will repeat itself and you must be comfortable in the knowledge that you may receive less than you originally invested.
Some funds will hold securities that are not denominated in sterling, leading to fluctuations in the portfolio value due to exchange rate movements.