In this video, Haydon talks in detail with Ed Heaven, Head of Sustainable Investment, and to Kate Hewitt, an ESG and Impact Specialist, from ethical investment specialists, Montanaro, about their investment business as well as about two of their funds, The Montanaro Better World Fund and the Montanaro UK Income Fund.
The Montanaro Better World Fund is an exemplary example of an ‘impact fund’. Impact investing is an investment strategy that aims to generate specific beneficial social or environmental effects in addition to financial gains. This fund focuses on 6 specific themes (environmental protection, the green economy, healthcare, innovative technology, nutrition, and well-being), all designed to help with three major crisis that the world faces today: the climate crisis, the healthcare crisis and the social crisis. It invests in businesses all over the world.
The Montanaro UK Income Fund, rather than being a specific ‘impact fund’, more readily invests in UK businesses that fulfil broader ‘ESG’ (Environmental, Social and Governance) criteria. A slightly different approach, but nevertheless, just as worthy.
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