Our Investment Philosophy & Sustainability
Investment Considerations
We consider the following factors when making our investment recommendations.
Goals
What do you want to achieve in life and how can your investments help.
Time Horizon
How long until you anticipate needing the invested funds.
Attitude to Risk
On an emotional level, how do you feel about your investments going up and down in value.
Capacity for Loss
On a factual level how would your investments going up and down in value affect your standard of living.
Sustainable Investing
There is no right or wrong, rather personal preference.
Wherever you feel comfortable across the investment spectrum, Highclere Wealth can help you make informed decisions.
The Investment Spectrum
Highclere Wealth’s Perspective
Traditional
Investing in the entire breadth of the available investment universe, this approach has traditionally been seen as the way to maximise returns.
Exclusionary
An approach used by charities for years, investing in portfolios that exclude particular investments e.g. armaments and cigarettes.
ESG
Environmental, Social, Governance. Looking to invest in companies that minimise negative externalities in the way they operate.
Impact
Investing in companies that explicitly look at the positive impact of their product and/or service.
Our Approach
Sustainability & Returns
Highclere Wealth understand that both the company and our clients can make a positive social and environmental impact.
In the face of relentless negative news, it can sometimes feel difficult to figure out how to help in addressing the challenges faced by the human race today.
The good news is, investors have the ability to direct their savings in such a way as to positively influence industry and develop new solutions.
This can be achieved in a number of ways, you do not simply have to, for example, exclude all carbon from your portfolio.
By informing our clients about their investment choices and empowering them with information, clients are able to make their money talk.
Oh, and in case you were wondering, you do not automatically have to sacrifice returns in favour of a sustainable choice.
Your Impact
Environmental
An investment of £750,000 into an adventurous portfolio with one of our investment management partners could have yielded in 2022:
751 tonnes of CO2 emissions avoided
183 tonnes of recycled waste
587 MWh of renewable energy generated
45 KW of new renewable energy capacity
62m litres of clean water
113m litres of treated wastewater
These figures are calculated by one of our investment partners and are published on their website along with their methodology. For more details please ask.
Your Impact
Society
An investment of £750,000 into an adventurous portfolio with one of our investment management partners could have yielded in 2022:
254 patients treated
1330 medical interventions made
2000 hours of education delivered
22 people reached with preventative healthcare
77 people’s access to financial service in developing markets
46 people’s access to mobile networks in developing markets
These figures are calculated by one of our investment partners and are published on their website along with their methodology. For more details please ask.
Contact Us
Highclere Wealth are committed to being approachable and open.
If you have any questions or comments, or would like to arrange a discovery meeting with our advisers please get in touch.
7 Lower Woodspeen Court
Lambourn Road
Newbury
Berkshire
RG20 8BL