'At 77, I'm Wiser (and Greener) Than I Was'

Retired investor Mary Ruston has been building her portfolio for 20 years

Emma Simon 4 November, 2021 | 9:42AM
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Retired theatre wardrobe supervisor Mary Ruston has been investing for 20 years, with a view to boosting her pension and building up her rainy day fund. She has spent half of that time investing along a broadly ESG theme.

Over the past two decades, the 77 year-old has built up a portfolio of investment funds within her stocks and shares ISA. As well as getting a good return on her money, she has also invested in a number of sustainable investment funds. She also has money in a number of lower risk options, including cash ISAs and Premium Bonds.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Climate Assets Fund B GBP Acc249.51 GBP-0.55Rating
Fidelity European W Acc2,291.08 GBP-0.60Rating
Jupiter Multi-Asset Income&Growth I Inc115.59 GBP-1.05Rating
Schroder Sustainable UK Equity A Acc3.16 GBP-0.47Rating

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk