Smug Money podcast #14: Show me my money

Written by Jen Gale on 14th Jul 2020

We know ethics are subjective. But so too are views on what’s sustainable – or not.

That’s why transparency about where our investments end up is SO important – so we can decide for ourselves if we agree with the sustainable fund managers about whether or not their funds actually do what they say on the tin.

Seb Beloe, head of research at WHEB Asset Management, a positive impact investment manager, argues the case for true transparency – warts and all – to Jen Gale – founder of Sustainable-ish and host of Good With Money’s Smug Money podcast, in this episode.

He explains why WHEB places religious emphasis on reporting and is committed to transparency on every single holding.

“It’s outrageous that investors can only see the top ten holdings in their fund”, he says.

But remember, none of what you will hear constitutes financial advice and if you invest on the basis of this podcast, you do so at your own risk. Past performance is not a guide to future performance, and you could lose all your capital.

You can find and subscribe to Smug Money on iTunesStitcherGoogle Play or wherever you get your podcasts.


Don’t know much about investing and want to give it a go?

Read some of our guides first: The Good Guide to Stocks and Shares ISAs and the Good Guide to Impact Investing, here and free to download, for your delectation.

You can even find out more about whether your pension is doing good in the world, with the Good Guide to Pensions.


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