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Mackenzie River, Canada

Performance

Positive impact = positive returns

There is a long-held view that choosing to invest ethically means choosing to sacrifice something – be it investment performance, portfolio diversification, or only investing in higher risk assets.

At Path we know this doesn’t have to be the case.

Path Portfolios are designed around values important to you, first and foremost – but there are other reasons you should consider making the switch:

  • Our portfolio offering has seen significant outperformance against industry benchmarks in recent years, and returns are comparable to conventional investment funds
  • Path Portfolios are well-diversified, with similar allocations to traditional asset classes, but little to no exposure to fossil fuels and environmentally damaging industry, and instead, investment within the future sustainable leaders of tomorrow
  • Portfolio holdings include investment within innovative and progressive companies that are more likely to succeed in the future than those with lower ESG ratings, which can manifest in poor performance over time
  • Investing always carries risk – but continuing to invest in dying and threatened industry is riskier in the long-term. Our portfolios are tailored to your personal risk tolerance in addition to your values, meaning you don’t have to worry about alarming ups and downs if you don’t want to

We’ll create a portfolio that’s right for you and your long-term goals. and alongside our expert financial advice, you can be confident in your decision to invest for the future – for both you, and the world.

The graph shows the comparative performance of an example impact investment portfolio against a non-impact industry benchmark (ARC) and the FTSE 100 Index. We have included a selection of underlying impact funds for illustration purposes. These are all funds that would be considered for inclusion in your investment portfolio with Path, though they do not represent a complete portfolio.

It’s vital to remember that past performance is no guarantee of future performance, however, the graph does show that impact investment strategies can outperform more traditional investment portfolios, with the added benefit of doing good for the planet and its populations.

RISK WARNING:
As always with investments, your capital is at risk. The value of your investment can go down as well as up, and you may get back less than you invest. This information should not be regarded as financial advice.

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The Path Financial Limited. Registered in England. Company No. 11583740. Registered office address: The Path Financial Limited, Watch Oak, Battle, TN33 0YD.

Authorised and regulated by the Financial Conduct Authority. The Path Financial Limited is entered on the Financial Services Register https://register.fca.org.uk under reference 827270.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

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Created specifically for customers looking to tackle the climate emergency with their pensions and investments, money invested in the Path Climate Solutions Portfolio is not just aligned with UN Sustainable Development Goals (SDGs), it’s focused on tackling climate change.

The Path Climate Solutions portfolio is the optimal choice for helping to tackle the climate crisis. It’s not just green, but deep green. It’s the best climate solutions tilt to a portfolio, whilst also offering the prospect of superior investment returns.

If you’re interested in finding out more about our Climate Solutions Portfolio, book your free consultation with one of our Financial Planners today.