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Investing with a conscience and making decent returns are not mutually exclusive
IF YOU feel sickened by the way public companies, particularly those in the financial sector, have behaved over the past two years and are looking for alternative investment options which will provide adequate returns while not leaving such a bad taste in the mouth, you might consider socially responsible investing (SRI)....
Check out the article in full (1178K pdf)
View chart of Ethical Funds (188K pdf)
18 September 2009 Irish Times
Latest Update on Charity/Socially Responsible Investment from Mercer
The latest Mercer Charity & Socially Responsible Investment Newsletter indicates that the Dolmen Green Effects Fund
is still outperforming all others in terms of 3 year and 5 year returns to 30th September 2008 (in the category of
Charity & Ethical Equity Funds).
Check out the result tables (145K pdf)
September 2008 Mercer Charity & Socially Responsible Investment Newsletter
June Update on Charity/Socially Responsible Investment from Mercer
The latest Mercer Charity & Socially Responsible Investment Newsletter indicates that the Dolmen Green Effects Fund
is still outperforming all others in terms of 1 year, 3 year and 5 year returns to 30th June 2008 (in the category of
Charity & Ethical Equity Funds).
Check out the result tables (146K pdf)
June 2008 Mercer Charity & Socially Responsible Investment Newsletter
Big Business moving in on the Renewables Market
..... Power (Richard Power of Dolmen Securities) claims the sector is attracting more serious
players. 'Three years ago investors were primarily greenfocused',
he says. 'That has changed massively'. His views
are backed by the actions of big business, which is moving in
on the renewables market.
Check out the article (1285K pdf)
May 2008 The Investor
April Update on Charity/Socially Responsible Investment from Mercer
In the latest Mercer Charity & Socially Responsible Investment Newsletter, in the category of
Charity & Ethical Equity Funds, the Dolmen Green Effects Fund continues to perform well,
having outperformed all others in terms of 3 year and 5 year returns to 31st March 2008.
Check out the result tables (148K pdf)
April 2008 Mercer Charity & Socially Responsible Investment Newsletter
Ethical portfolios flex their morals
... The Irish situation appears to be no different. Only one fund - Dolmen's Green Effects fund - is of the 'hard green' variety, populated as it is by wind turbine manufacturers, wholesalers of organic foods and natural products, solar power plants operators and others of this ilk.
The others are a pretty mainstream bunch......
Read the complete article (58K pdf)
23 March 2008 Sunday Business Post
Alternative Energy Investments have outperformed the market considerably
... And not only is socially responsible investing becoming more mainstream, it is also paying off for investors, according to Richard Power of Dolmen Stockbrokers,
which manages the Green Effects Fund.
....Like a lot of ordinary funds, socially responsible and green funds have suffered since the beginning of the year because of the turmoil in the stock markets.
However, over a three and five-year period, they have more than held their own against traditional funds.
Read the complete article (2M pdf)
19 February 2008 Irish Independent
Great performance from the Green Effects Fund
In the latest Mercer Charity & Socially Responsible Investment Newsletter, in the category of
Charity & Ethical Equity Funds, the Dolmen Green Effects Fund outperformed all
others in terms of 1 month, 1 year, 3 year and 5 year returns to 31st December 2007.
Check out the result tables (145K pdf)
January 2008 Mercer Charity & Socially Responsible Investment Newsletter
Green Effects Fund up 20.5 per cent in 1 year
Recently published statistics from Mercer showing the fund performance of
seven Irish Ethical Funds indicate that the Green Effects Fund has out-performed all others
with its 1 year, 3 year and 5 year growth levels.
See full list of results (13K pdf)
November 2007 Mercer Q3 Ethical Fund Performance Statistics
John Mulligan shares some smart - and green - strategies for multiplying your money
The fund (Green Effects) had grown by 14.69 per cent in just over six months to the begining of July,
outpacing the S&P 500, which was up 4.39 per cent in the same period.
Read full details (3.3MB pdf)
September 2007 Cara Magazine
TURN GREEN AND MAKE OTHERS ENVIOUS
Green Effects invests in the 30 ethically screened companies included in the natural stock index developed by
the German magazine Nature. It has outperformed most of the leading global stock market indices growing by 88%
in 3 yrs to the end of May.
Read full details (pdf)
1 July 2007 Sunday Times
HOW TO PROFIT FROM GLOBAL WARMING
Launched in 2003, the Green Effects fund has performed strongly since the beginning of this year, up 11.5%.
Since its inception it has beaten returns of leading indices such as the S&P 500, the FTSE-100 and DJ STOXX 50.
Read full details (pdf)
3 June 2007
Sunday Times
The most
concentrated of these funds (Ethical Funds in Ireland) is the
Green Effects Fund which invests in
25 companies
Which fund is the
most ethical?
This is very hard to answer. The Green
Effects Fund is a positively ethical
fund in that it invests in companies
which do good as distinct from say
the Bank of Ireland fund which
avoids companies which do bad.
Read full details (pdf)
February 2007
Ethical Investment
Options
for Irish investors
by Brendan Burgess, FCA
High returns, with a clear conscience
Green investing can be quite profitable for investors. Since it was established in April
1997, the NSI has produced an overall gain of 306 percent. That averages out to 15.6
percent per year. By comparison, the conventional MSCI World Stock Index, even
with dividend payments included, rose by only 6.7 percent per year during the same
period. Those who do not wish to put together their own mix of green investments
may resort to investment funds. The Green Effects fund, for example, invests
exclusively in NSI securities. And successfully so: In FINANZtest’s long-term test of
funds, it is in 60th place among a total of 346 funds in the World Equity Funds group.
Read full details (pdf)
24 January 2007
Spiegel (online version - German news magazine)
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