Profit with Purpose
Giving investors the opportunity to achieve their financial goals while making a difference
Redefining
investment success
Making private markets accessible to all with bespoke outcome-focused investment solutions that drive meaningful change and prosperity.
Why Sustainable Wealth Group?
Reshaping the investment landscape by combining financial return with environmental and social impact.
Accessibility
We provide access to private markets previously inaccessible to individuals.
Diversification
Our comprehensive suite of solutions offers diversification across asset classes.
Impact Alignment
Invest in opportunities aligned with your values, generating positive impacts alongside financial returns.
Proven Returns
Using investment strategies with a track record of success, we’re able to deliver consistent, competitive returns to our clients.
Our Product Suite
Bespoke solutions that help you to meet your investment goals and risk profile
Private Real Estate
Invest in high-yield, tech-enhanced properties with superior returns.
Private Debt
Secure steady income from private debt opportunities in established, reliable companies
Venture Capital
Invest in groundbreaking ventures at the forefront of innovation.
Private Equity
Unlocking exclusive access to the world's highest-performing asset class.
S&P 500 vs Private Equity
Maximise returns. Mitigate risk.
Private equity has consistently outperformed public markets for over two decades.
The chart illustrates the progression of a hypothetical USD 1 investment in the specified indices starting from January 1, 2000. Data courtesy of Cambridge Associates LLC and Yahoo Finance.
The US Private Equity Index by Cambridge Associates LLC (CA PE) is a comprehensive measure of returns, calculated using the internal rate of return (IRR) across a spectrum of 1,496 US-based private equity funds. These funds, which include both active and fully liquidated partnerships, span from 1986 to 2022, offering a deep dive into the sector's performance over time. Meanwhile, the S&P 500 Total Return (TR) Index provides a dual perspective on the financial markets by tracking not only the price changes of the S&P 500's components but also capturing the dividends paid out by these companies. In crafting these indices, a key focus was to harmonize the frequency of performance evaluation to a quarterly basis. This adjustment ensures a consistent comparison framework, especially given that the CA PE Index derives its data from the quarterly and annual financial reports submitted by private equity fund managers. It's important to note that the visual representation provided serves purely as an educational tool. Direct investment into either the Cambridge Associates LLC US Private Equity Index or the S&P 500 Total Return Index is not possible. Rather, these indices function as benchmarks to gauge the performance of their respective markets.
Learn
Explore our collection of valuable perspectives and actionable advice to help you navigate the world of sustainable investing.
Join the
movement
Aligning wealth with values.
Apply to join Sustainable Wealth Group and embark on a journey towards profitable, purpose-driven investing.