Make the World Better Portfolio

What?

The Make the World Better Portfolio is built on the key targets that underpin the UN Sustainable Development Goals with the aim of ‘improving health and education, reducing inequality, and spurring economic growth – all while tackling climate change and working to preserve our oceans and forests’.

Through a process of proprietary screening and fundamental analysis, we identify listed companies from across the UK and Europe whose activities are helping to achieve those ambitious targets, and which we believe also offer attractive financial returns.

Why?

We recognise that whilst our clients quite rightly expect a financial return from their investments, it doesn’t have to be at the expense of our environment or detrimental to our society.

What you need to know

Why Mole Valley Asset Management?

Expertise in small-cap investment.
The size of MVAM means that we can invest in the best companies regardless of their size, unlike larger investment houses.
Fees are less than our competitors and we align our rewards to the success of our product. See our fair fees.

Positives

Multiple sectors.
A balance of larger companies to ensure liquidity, and smaller companies that reflect the origins of their industries.
Equally weighted positions rebalanced when necessary.
Built to target UN Sustainable Development Goals.

Risks

The biggest potential downside is that your capital is not guaranteed.

We say...

There is growing evidence that investing in companies that consider these broader responsibilities and that provide services, or produce goods, that genuinely help to make the world a better place will also perform better over the long term.

The investment is suitable if you believe that financial returns are not always the only objective and that the impact on our environment and/or society is also important. You should not buy this portfolio if:

Your objective is to preserve capital.
You cannot tolerate periods where your portfolio is at risk of loss.
You are looking to perform in-line or close to a benchmark.

Frequently asked questions

How many holdings will my Make the World Better portfolio hold?: Our Make the World a Better Place portfolio will only invest in 30 listed companies from across the UK and Europe.

How do you decide which companies to invest in?: The companies will be chosen on the basis that they follow the key targets that underpin the UN Sustainable Development Goals with the aim of ‘improving health and education, reducing inequality, and spurring economic growth – all while tackling climate change and working to preserve our oceans and forests’.

Who decides how my money is invested?: Your money is looked after by a team of qualified investment managers with experience in international firms like Nestlé Capital Management Ltd, Société Générale and Daiwa SB. Our experts use both quantitative and qualitative information to select the companies for the Make the World a Better Place portfolio. And because things are always changing in the financial markets, our team monitors and adjusts the portfolio accordingly.

Warning

The value of your investment in this portfolio and the income from it may go down as well as up, and you may not get back what you invested.