When writing at around this time last year we were amid interest rate rises with no end in sight. Now, it is almost a year after interest rate rises were put on pause and we are starting to see modest rate cuts as central banks continue to have an eye on services inflation and wage data.
It truly feels like a turning point for sustainable investment, a strategy highly sensitive to interest rate rises. This is illustrated by the fact that most sustainable funds are back in positive territory since Russia invaded Ukraine. It is encouraging to realise that what once was a headwind for our Climate Assets strategy, is now set to be a welcome tailwind. Let's consider three factors that have affected recent performance: Energy, Interest Rates and....
Proud award winners
We are proud to announce that our funds have recently been recognised with several prestigious awards:
- Climate Assets Balanced Fund: Best Sustainable Multi-Asset Fund, Highly Commended by Investment Week
- Climate Assets Growth Fund: Best Newcomer Sustainable Multi-Asset Funds, Highly Commended by Investment Week
Author
Harry Gibbon
Investment ManagerHarry joined Quilter Cheviot‘s internship programme in May 2018 and moved to work with Claudia Quiroz and Caroline Langley later that year. He has since been promoted to an Investment Manager and assists with the management of clients’ portfolios for private clients, pensions, trusts, charities and funds, including the Climate Assets Funds.
Harry is a Member of the Chartered Institute of Securities and Investments and he has completed the CISI Chartered Wealth Management qualification and the CFA Certificate in ESG Investing.
Monthly newsletter
Don’t miss the Climate Assets Funds monthly update – delivered straight to your inbox.
Climate Assets Funds
The Climate Asset Funds invests in companies that make a positive contribution to the world, with a strong underpinning of ethical values.