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Sustainable & positive-impact investments may not always move in line with mainstream markets.

There may be periods where sectors we do not invest in are going through a growth cycle. During these periods, investments we recommend may fall in value, stay broadly the same, or grow by less than those sectors.

Market best practice & the UK financial services regulator require us to use benchmarks to compare investment results. We believe this can sometimes be misleading if the benchmark includes sectors that an investor does not want to support or profit from.

Please answer “Yes” or “No” based on whether you understand this point.

Our investment approach is designed to support the transition towards a more sustainable, resilient & positive-impact economy.

This means we may favour areas such as transition-focused economic infrastructure, climate & environmental solutions, social impact, climate-conscious innovation, responsible stewardship, and alternative, less widely adopted assets. At the same time, we avoid sectors or activities that conflict with our values-led approach, including fossil fuels (oil & gas) and defence (arms & weaponry manufacture).

This approach will not suit everyone. We look for investors who share our mindset. Our investors are comfortable aligning their money with environmental & social objectives, even where this leads to a different investment journey from mainstream approaches.

Please answer “Yes” or “No” based on whether this approach feels aligned with your values & expectations.

People-and-planet means considering how companies affect human wellbeing, society, climate, nature, and the wider environment.

Our exclusions are guided by recognised global frameworks, including the Ten Principles of the UN Global Compact and the 17 UN Sustainable Development Goals. These help us consider issues such as human rights, labour standards, environmental harm, corruption, climate impact, inequality, health, peace, justice & sustainable economic development.

This means we may avoid companies, sectors or activities where we believe there is a meaningful risk of harm, even if those investments are available in mainstream portfolios or could perform well financially.

Please answer “Yes” or “No” based on whether you are comfortable excluding investments that may create harmful outcomes for people-and-planet.

You have answered “No” to all three of the important questions that evaluate your current values-alignment with Ayres Punchard.

Based on these answers, it is very unlikely that our financial planning style & investment approach will meet your aims, preferences or objectives. Our advice process & investment research are built around ethical, sustainable, and people-and-planet considerations.

Please consider reviewing your answers before continuing. If your answers are correct, we may not be the right firm for you, and you may prefer not to submit an enquiry.