Financial Advisers

Today, the Global Returns Fund gives you a simple answer to sustainability enquiries. Tomorrow, it puts you two steps ahead in a new world of wealth management.

Speak to your clients about allocating a small amount to the Fund and receiving non-financial, Global Returns. We're here to help – and as a not-for-profit, we’ll assist with implementation at absolutely no cost.

For you:

Answer ESG enquiries

• Demand for sustainable investments is skyrocketing. Demonstrate leadership with Global Returns Fund.

Respond to regulation

• Changes to MiFiD II – and continuing regulatory developments – make ESG options more important than ever. Use the Global Returns Fund to understand clients' sustainability preferences.

For your clients:

Intelligent investing

• To mitigate risk, the smartest investment strategy pairs an ESG portfolio with the Global Returns Fund.

Effective environmental action

• Allocating to the Global Returns Fund is the most effective personal action an individual investor can take to tackle the Climate Crisis.

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