Investing Fossil Fuel Free
“It does not make sense to invest my retirement money in a company whose business plan means that there won’t be an earth to retire on.” - Bill McKibben
Why should I invest fossil fuel free?
The vast majority of investors own fossil fuels through their mutual funds - which typically invest in oil, gas, and coal companies. So it is very likely that you are invested in fossil fuel companies, whether you intend to be or not. Now is the time for investors to evaluate the role of fossil fuels in their portfolios.
Divesting with the Green Century Balanced Fund
For investors who care about climate change, keeping investments out of fossil fuel companies is a direct way to act on this concern. Consider a fossil fuel free portfolio: the Green Century Balanced Fund does not hold any oil, gas, or coal investments. The Balanced Fund is one of just two responsible, broad-based fossil fuel free mutual funds in the nation.
How might divesting affect my portfolio?
Divesting from fossil fuel companies could have a negligible impact on a portfolio’s performance. A new study by the investment firm Aperio Group indicates that screening out the whole traditional energy industry only adds a small amount of increased risk to a portfolio.*
The Green Century Balanced Fund has received a ★★★★Overall Morningstar Rating™
Based on risk-adjusted performance against 802 Moderate Allocation Funds as of 3/31/2013.
To inform our investors and lead the way for other financial firms, the Green Century Balanced Fund became the first U.S. mutual fund to report its carbon impact.
*Patrick Geddes, Aperio Group, Do the Investment Math: Building a Carbon-Free Portfolio.
The value of the stocks held in the Balanced Fund will fluctuate in response to factors that may affect a single company, industry or sector of the economy or may affect the stock market as a whole. Bonds are subject to a variety of risks, including interest rate, credit and inflation risk.