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 Investment update meetings


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.




What can be included in an investment update?


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

  • Economic updates

  • Ethical investment developments

  • Products and services available​

  • Ethical investment guidelines​

  • Asset allocation options (available to charity investors only)​