Performance (%)

The overall performance of the Ethical Investment Mid-Cap Model Portfolio over the past three years.

How We Invest

We select investments which have a positive effect on the environment or society.

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No specific person’s circumstances, financial situation or objectives have been taken into consideration.  You should not act on the information provided without seeking personal advice from an appropriately qualified financial planner.   Past performance is no indication of future performance. While the data source has been verified as reliable, the actual content has not been checked for accuracy. Consequently, Ethical Investment Advisers does not warrant the accuracy of the information nor accept liability for any errors in the data. The returns shown are estimates only. The returns shown are for the Ethical Investment Mid-Cap Portfolio on the Hub24 platform and AFTER investment management fees, but BEFORE administration fees and taxes, and may not match your actual return as this can be affected by the timing of additions and withdrawals, as well as fees and customisations. Portfolio returns longer than one year are annualised returns. Returns have been calculated on a daily basis and are annual returns ending 30 June 2018. The performance inception date is 25 May 2015.