What kind of return can I expect?

We all want good returns, but what matters more is having good returns and making an impact. At Swell, we aim to deliver profit as well as purpose. We invest in companies that are poised for high growth and addressing global issues.

From an investment point of view, this means that value and risk can be more concentrated than the general stock market. In the long run, thematic investing can produce investment returns greater than the broad market return; however, it is also possible that losses may be higher. Thematic investing should be seen as a way to add diversity to an overall financial mix that also includes savings, a retirement account (such as a 401(k)), and other equity and fixed income investments e.g., bonds, mutual funds, and ETFs.

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