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Frequently Asked Questions

Find answers to our most frequently asked questions

What is a portfolio risk type?

Risk appetite and risk tolerance can vary significantly between individual investors. We offer 3 portfolios each carrying a different level of risk (cautious, balanced and adventurous). Equities typically carry more risks than, for example, fixed income or cash over a long-term horizon, but equally they also tend to offer the potential for  higher expected returns. Consequently, individuals with a greater risk appetite, and ability to bear potential loss, would generally seek to invest in portfolios with a higher risk profile e.g. greater exposure to equities. Conversely, individuals with a lower risk tolerance would generally seek to invest in portfolios with a lower risk profile e.g. greater exposure to fixed income.

How do I change my portfolio risk type?

Simply contact support@clim8invest.com, stating which risk type you would like to select and confirm whether or not your circumstances have changed in relation to your previous answers in the suitability questions. We may follow up with additional questions in order to make sure that the portfolio selected is suitable for you.

What does “Capital at risk” mean?

This means that there is the potential risk of the loss of your capital or investment. As the value of your investment can go down as well as up, there is a risk that you may not get back the amount you originally invested. This is because the underlying investments are stocks and shares and this should be viewed as a medium to long term investment in order to help to mitigate the effects of market volatility (i.e. the ups and downs of the market).

What are Clim8’s “sustainable themes”?

Global greenhouse gases emissions come from a handful of sectors which, if decarbonised, can put us on the right track to limit global warming to well below 2°C from pre-industrial levels. That’s why we have tied five of our six investment themes to industries and services that play a critical role in accelerating the transition towards a low-carbon economy such as Clean Energy, Clean Technology, Clean Mobility, Sustainable Food and Circular Economy. Our last theme is Clean Water which is critical to drive economic growth and better healthcare, notably in developing countries.

What is a factsheet?

A factsheet is a document that contains certain key information on our portfolios. It contains information such as investment performance, portfolio holdings, and fee details. It is designed to help you assess the portfolio and understand where your money is invested.

How do you screen companies when selecting them in a portfolio?

Our investment team rigorously researches and screens stocks and funds for inclusion in our portfolios. They consider both the potential performance of the asset as well as the potential impact of the asset on the climate. You can read more about their investment methodology on this information page.

With investing, your capital is at risk. For illustrative purposes only and does not constitute investment advice.
Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.
Past performance is not a reliable indicator of future results.

Customer support

Still need help? Contact our customer support team support@clim8invest.com