A shocking revelation: capitalism can power positive change

We delve into the post-election rally in US markets and the US Growth Trust’s private holdings.

An update on the trust's performance, strategic shifts towards growth and AI-driven prospects.

Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.

The Positive Change Fund invests in companies for whom delivering a positive change by contributing towards a more sustainable and inclusive world is core to their business, rather than simply looking to filter out firms that are perceived to cause harm.

The Worldwide Positive Change Fund aims to produce capital growth over the long term by investing primarily in the equities of companies whose products, behaviour or services make a positive social impact.

The Keystone Positive Change Investment Trust aims to generate long-term capital growth, with two aims. Firstly, its net asset value (NAV) total return should exceed that of the MSCI AC World Index in sterling terms by at least 2 per cent per annum over rolling five-year periods . Secondly, it should contribute towards a more sustainable and inclusive world by investing in the equities of companies whose products or services make a positive social or environmental impact.

We invest in companies that we believe positively impact society and the environment, with the aim of generating attractive returns.