NEWS

SWM ESG portfolio performance October 2018 October was a tough month in global markets, with a sharp correction occurring across the board. Global equities were down 7.5% for the month, with [...]

SWM ESG portfolio performance September 2018 The market see-sawing over the summer months continued in September, with global equities squeezing out a 0.43% gain. SWM’s ESG portfolios were [...]

SWM ESG portfolio performance August 2018 August was a month of two halves for most equity markets, with weakness in the first half followed by a rally in the second half, in some cases (e.g. US [...]

SWM ESG portfolios outperform during July 2018 SWM’s ESG portfolios put in a strong month in July 2018 with all portfolios up between 1% and 3% for the month and outperforming their benchmarks, [...]

SWM ESG portfolio fact sheets June 2018 SWM’s ESG portfolios showed some weakness during June 2018, mainly due to a weak month in equity markets (we are overweight equities). Every SWM ESG [...]

SWM ESG portfolio fact sheets May 2018 SWM’s ESG portfolios showed slight weakness during May 2018, mainly due to a weak month in fixed-income markets, and some declines in cryptocurrency. Every [...]

SWM ESG portfolio fact sheets April 2018 SWM’s ESG portfolios showed significant gains during April 2018, with increases between 2.5% and 4.5%, and outperformance of approximately 3% in the [...]

strong January 2018 performance for SWM ETF portfolios SWM’s ETF portfolios all showed strong gains in January 2018. These ranged from 0.54% for our fixed-income portfolio, up to 8.04% for our 1 [...]

record performance from SWM ETF portfolios in 2017 December provided another month of strong performance across all SWM ETF portfolios, rounding off a year of very high returns. Our growth [...]

positioning for 2018: bullish trend intact, focus on Green / ethical ETFs we are pleased to share the latest edition of our Investment Insights. we enter 2018 with a full overweight position in [...]

SWM’s ESG portfolios put in another strong month of performance SWM’s ESG portfolios put in another strong month of performance, gaining between 0.86% (our fixed-income ETF portfolio) and 1.31% [...]

SWM’s Green/ESG portfolios outperform across the board SWM’s Green/ESG portfolios outperformed across the board again in October. Our equity and growth ETF portfolios were particularly strong, up [...]