Newsletter
Researchers found that 76% of clients would like their portfolios to reflect their personal values — for example, their concern for the environment or their belief in social justice. However, just 44% of advisers say that clients express such a preference.
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Please remember that past performance is not necessarily a guide to future performance, the performance of funds is not guaranteed and the value of your investments can go down as well as up, so you may get back less than you invested. When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. Fees and expenses are deducted from capital, so whilst this maintains the level of income it may restrict the level of capital growth and could lead to a reduction in capital value.
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