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Take a more active approach to exclude fossil fuels

Conventional trackers and income funds will typically invest in the 'wrong' sectors for you
Take a more active approach to exclude fossil fuels

Martin is a trustee of a charitable trust which has been in existence since 1980. The trust has an endowment fund which was started by its founders and has since been added to. The fund is now worth about £2.2m, and is used to finance the charity’s educational and research activities. This is done with dividend income income or annual sales of assets which have experienced capital appreciation. 

Reader Portfolio
Charitable trust
Description

Active and passive funds

Objectives

Exclude investments in fossil fuels, achieve a similar or higher rate of return as with current portfolio, take into account other ethical criteria

Portfolio type
Investing for goals

"We aim to preserve or slightly increase the endowment fund's current capital value, and to finance all of the charity's activities from the income it provides,” says Martin. "We don’t do much fundraising as we prefer to rely on this fund.

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