Our very own Jonathan Smith, Head of Research and the Casterbridge Sustainable Impact Portfolios talks to Ian Horne of Wealth Manager in part three of their ESG & Me series. Jon looks at where some fund managers could do better in their approach to ESG fund offerings and the importance of avoiding knee-jerk reactions.
Jon also looks at the suitability of our Sustainable Impact Portfolios and the client types they are, and more importantly not, designed for!
Important Information
This update is for information only and does not constitute advice or a recommendation and you should not make any investment decisions on the basis of it. The views and opinions within this document are those of Casterbridge Wealth at time of writing and may change without notice. They should not be viewed as indicating any guarantee of return from an investment managed by Casterbridge Wealth nor as advice of any nature. Past performance is not a guide to the future. The value of an investment and any income from it may go down as well as up and the investor may not get back the original amount invested.
