go green!





Below is an example of a green basket of funds with 20% in natural resources, 20% water, 20% in agriculture, 20% in energy and 20% in ethical investments.

JPMorgan Natural Resources
To invest, primarily in the shares of companies throughout the world engaged in the production and marketing of commodities. The fund aims to provide capital growth over the long term. GBP.
Aberdeen Ethical World
Aims to achieve long term capital growth through investment in a portfolio of quality international investments chosen on the basis of ethical (“socially responsible”) criteria. GBP

SAM Sustainable Water
The objective of the fund is to generate the highest possible returns in the long run. It will invest worldwide in companies that provide technology, products or services relating to the water value chain. At least two thirds is invested in companies that attach considerable importance to sustainability. EUR or USD
Pictet Funds (Lux) Water
The fund’s objective is to invest worldwide in shares of companies focused on the water related sector. Based on the in-depth knowledge of the investment team and industry expertise from a dedicated external advisory board, the fund seeks to identify companies with strong commercial potential. EUR.
BlackRock Global Funds World Energy
The fund invests globally at least 70% of its total net assets in the equity securities of companies whose predominant economic activity is in the exploration, development, production and distribution of energy. Additionally, the fund may invest in companies seeking to develop and exploit new energy technologies. EUR or USD.
Sarasin AgriSar
Seeks to achieve capital appreciation through investment in the global agricultural sector. GBP



Fund Name 1y split   3y split   5y split
JP Morgan Natural Resources +29.8% 20%   +16.4% 25%   +112.2% 25%
Aberdeen Ethical World +7.0%   +5.7% 25%   +32.6% 25%
SAM Sustainable Water +4.02% 10%   -26.05% 12.5%   n/a  
Pictet Funds (Lux) Water +15.8% 10%   -13.7% 12.5%   +14.4% 25%
BlackRock Global Funds World Energy +1.44% 20%   -24.91% 25%   +4.16% 25%
Sarasin AgriSar +15.6% 20%   n/a     n/a  
Average performance +12.75% 100%   -5.67% 100%   +40.84% 100%



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