In 2016, PWS launched the Positive Pennine portfolios, which were designed using a wide variety of investments that make a social or environmental difference whilst avoiding certain areas such as fossil fuels, tropical deforestation and mining, to name but a few.
A lot has happened in the last five years. On the 22nd April 2016, the Paris agreement was signed to address climate change and its negative impact. Donald Trump served a term as the president of the United States, and Britain left the European Union. Most recently, we have experienced one of the biggest market crashes and quick rebounds, all whilst the world experiences a global pandemic.
Five-year investment performance can give you an excellent indication of a portfolio achieving its financial objectives. We are pleased to say our Positive Pennine portfolios have been particularly resilient given the volatility of the above events and are proud of the performance as detailed below.
* Source Lipper July 2021
The Positive Pennine Portfolios aim to achieve capital growth over the long term using a wide variety of investments that make a social or environmental difference. The portfolios are actively managed and are risk-rated, ranging from risk 4 – 10 depending on an investors attitude to risk. At PWS, we recommend a medium to long term view when it comes to investments and sees five years as a minimum holding period.
In addition to performance which is obviously a key feature in investing, we can also demonstrate that these investments have achieved an impact on society and environmental related issues.
If you would like to know more about the range of Positive Pennine portfolios or the funds within the portfolios, don’t hesitate to get in touch with Sean Fisher, who will be happy to provide more information.
Call 0800 161 5052 or email or visit our website
* Portfolio performance is quoted net of underlying fund fees, but gross of the Discretionary Management fee and any Adviser fees.
Positive Pennine is a trading style of Pennine Wealth Solutions LLP, part of the Socium group, which is authorised and regulated by the Financial Conduct Authority and is for professional investors only. These investments are only accessed via accredited Financial Advisers.
Investors should remember that the value of investments and income from them can go down as well as up. Investors may not recover what they invest. Past performance is no guarantee of future results. Any mention of specific securities should not be interpreted as a solicitation to buy or sell specific securities.