Ethical, responsible, sustainable, ESG, Impact – investing for the good of society or the environment has got a little confusing of late. For that reason, we like to keep the definition of Responsible Futures portfolios, managed by Canaccord Genuity, simple:
Effectively, you are saving and investing with the aim of a better life for you and your loved ones, in a better world for everyone.
You need a MAP if you're on a mission
In Waverton Wealth’s world, MAP stands for Multi-Asset Portfolio – a well-diversified, risk managed investment solution, management of which is outsourced to an expert investment manager but works to a strict set of guidelines that we provide.
For the Responsible Futures MAPs, we have outsourced portfolio management to discretionary manager who combine investment expertise with a shared passion for investing for good and the opportunities that this brings.
It is absolutely essential to us that clients who wish to invest sustainably receive the same quality of service and care that we have always offered to our clients, via our MAP approach and our financial planning service.
This means that each of the Responsible Futures portfolios benefit from the following features:
TYPICAL MAXIMUM LOSS
AIMS FOR INFLATION - PLUS RETURNS
INVESTMENT COMMITTEE OVERSIGHT
While your investments go to work to help people and planet, we work hard to look after you and your investments.
Please note the following:
The Responsible Futures Portfolios are designed to be held for the long term and are not suitable for an investor who cannot tolerate ups and downs in the value of their portfolio in the short to medium term.
It should be noted that investment involves risk. The price or value of investments may go down as well as up and the investor may not necessarily receive back the original amount invested.