gem

Investments

There are many investment vehicles in today's market. The managed fund (also known as a managed investment scheme) is one example.

At GEM we prefer to use managed funds for the following reasons:

  1. Diversification
  2. Cost
  3. Performance
  4. Time saving
  5. Professional management
  6. Convenience and efficiency
  7. Scale
  8. Access to all major asset classes

At GEM we continually seek the best quality fund managers by the following:

  • Positive investments in sustainable industries
  • Managers that analyses companies for their environmental, social and governance (ESG) performance
  • Investments that adhere positively to a particular sustainability theme
  • Engagement with companies on ESG issues
  • Shareholder activism that raises resolutions on environmental and social issues

We also ensure that the managed fund is suitable to your shade of green and is an active signatory of the UNPRI.

Please be advised that the above is general in nature - Please read our disclaimer for more information.