Our free investment updates give you access to the latest fund performance, ethical investment updates and information relating to your investment.
For your convenience, updates can be provide in person or via an online meeting, and can be tailored to personal investors, a committee, management team, or board.
These updates are also available to new investors or those considering ethical investment.
To ensure the information is relevant to you, we tailor each presentation according to your investment and specific enquiries. Topics could include:
Latest fund performance
Ethical investment developments
Products and services available
Ethical investment guidelines
Asset allocation options (available to charity investors only)