'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
Facebook Twitter LinkedIn

Investor views series piggy bank

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.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
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