We have been waiting several years to be able to offer clients the opportunity to have their values reflected in their portfolios. In the US, UK and Australia there has been no lack of opportunity. Some earlier funds in New Zealand closed through lack of support.  Interest has now increased alongside the options available. Good stewardship of  your capital can now return "twice".  The other term used is "Socially Responsible Investing" (SRI).

One of the Fund Mangers used by Strategic is Hunter Hall in Australia and their website provides a good oversight of the range of funds available http://www.hunterhall.com.au.

An example from an Investment Trust with a SRI focus is BlackRock's New Energy Fund whose aim is to generate long-term capital growth by investing globally in companies which have a significant focus on alternative energy or
energy technology. Access background information below.

The suitability of any fund for your personal investment will only be determined when we have your needs documented. This is by way of education, not an invitation to invest.

Let's "do well and do good." 

Big Questions for Our Time

........as raised by the NZ Council for Responsible Investing

Would you invest in a company that:

• uses child labour?
• pollutes land and rivers?
• desecrates the value system and values of a society?
• is owned by organised crime?
• has associations with terrorist organisations?

For most people the answer to these provocative questions would be a resounding "No".

Yet, how can investors be assured about the type of investment they are making? How do we, so far from the rest of the world, know whether the practices of the offshore organisations we're investing in are ethical and sustainable? What are the validated measures that we can use to verify actions with promise? And are our on-shore organisations performing as we think they should?

New Zealand has a long way to go. Have a look at this site from UK. Ethical Investing in UK