Fund Information
WAY Group looks to offer the most contemporary and profitable investment themes; areas that WAY believes will be at the forefront of investment world thinking over the next decade – one of which is climate change.
It is not targeted specifically at the green investor – it is suitable for those who can appreciate the excellent investment opportunities that this sector provides.
The WAY Green Portfolio Fund also benefits from the unique ’3 Green Screens’ approach, which ensures that it holds the right funds at the right time.
A selected fund is screened in three different ways:
1. for green credentials by Ethical Screening;
2. whether it is eligible for inclusion by WAY; and finally
3. whether it is a suitable investment by Vestra Wealth Management – who make the ultimate choice in the final holdings of the fund.
What is Screening?
Ethical Investment Screening is a procedure for vetting companies as part of the ethical or socially responsible investment (SRI) process. This ethical screening process is in addition to the financial analysis that occurs as part of normal investment procedures. Screening excludes from investment those companies whose activities conflict with a chosen set of criteria; and approves for investment those companies whose activities do not conflict with ethical concerns, or have positive social or environmental benefits.
Climate change and sustainable management of limited resources are hot topics on the political agenda. With promises of future Government grants and support, it is a sector where the investment prospects will only increase. The WAY Green Portfolio Fund provides the gateway to access those opportunities.
WAY Green Portfolio Fund: latest fund factsheetWAY Green Portfolio Fund: 1st anniversary review