What kind of return can I expect?

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

This means that both the risk and the value in our portfolios can be more concentrated than that of the stock market as a whole. Thematic investing can produce investment returns greater than the broad market returns in the long run; however this also means that the losses may be higher. While we cannot guarantee returns, we can offer a visual representation of the growth of our portfolios compared to that of the S&P 500 thus far.

We believe that thematic investing should be seen as a way to inject diversity into an overall financial investment profile that also includes savings, retirement account(s), and other equity and fixed income investments.

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