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  • Writer's pictureStephen Walters

Dexterity ETF portfolio progress

Over the last week the Dexterity portfolio has fallen 1% behind the leading index of 30 with which AJ Bell lets me compare our portfolio.

Wanting to discover whether the fall was owing to the ‘green’ or to the ‘fixed-interest loan’ nature of the ETF, I’ve compared that fund with a world aggregate bond that isn’t green. Here you can see the green bond’s performance has got nothing of which to be ashamed.

This screenshot from JustETF - a brilliant resource I thoroughly recommend - shows the prime culprit; the ETF investing in fixed-interest loans to green projects.

Clearly CLIM is not the only culprit: Healthcare and Clean Energy also suffered. The latter had risen 20% since April so its fall to 16% is very tolerable.

I intend no changes.

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