Portfolio Clinic 

Take a more active approach to exclude fossil fuels

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

<p>Active and passive funds</p>

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. 

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