Performance

There is a long-held view that choosing to invest ethically means choosing to sacrifice something – be it investment performance, portfolio diversification, or only investing in higher risk assets.

At Path we know this doesn’t have to be the case.

Path Portfolios are designed around values important to you, first and foremost – but there are other reasons you should consider making the switch:

• Our portfolio offering has seen significant outperformance against industry benchmarks in recent years, and returns are comparable to conventional investment funds
• Path Portfolios are well-diversified, with similar allocations to traditional asset classes, but little to no exposure to fossil fuels and environmentally damaging industry, and instead, investment within the future sustainable leaders of tomorrow
• Portfolio holdings include investment within innovative and progressive companies that are more likely to succeed in the future than those with lower ESG ratings, which can manifest in poor performance over time
• Investing always carries risk – but continuing to invest in dying and threatened industry is riskier in the long-term. Our portfolios are tailored to your personal risk tolerance in addition to your values, meaning you don’t have to worry about alarming ups and downs if you don’t want to

We’ll create a portfolio that’s right for you and your long-term goals. and alongside our expert financial advice, you can be confident in your decision to invest for the future – for both you, and the world.