Start investing from just $25,000*

Investing with Wholesum is easy as and helps spread goodness globally.

* Contact us for fee discounts applicable to larger investments and for non-profit / charity-sector investors.

Investing with Wholesum

Welcome to the newest ethical and responsible fund to grow your wealth.

Wholesum’s mission is to provide investors with the opportunity to achieve competitive financial returns while also making a positive impact on society and the environment. Investing in companies and projects that prioritise ethical and sustainable practices is not only the right thing to do but also makes good business sense!

Our investment strategy is based on a rigorous screening process that evaluates companies on various ethical and environmental, social, and governance factors. We’re committed to providing our investors with transparency and information about our investment process and portfolio.

We also believe in the power of education to empower investors. Our website will continue adding educational resources and tools to help investors learn more about responsible investing and make informed decisions about their investments.

We’re proud to be part of the movement towards a more ethical and sustainable future. Join us on this journey today.

The Things Your
Investments Support

Access to finance

Entrepreneurship

Employment

Community services

Health care

Technology & innovation

What We Don’t Invest In

Weapons

Interest-bearing finance

Tobacco and narcotics

Nuclear

Alcohol

Gambling

Pig products

Animal cruelty

Fund Overview

The Wholesum team have devised a unique Fund strategy based on years of research, testing, review of alternative funds, and feedback from everyday investors. Wholesum’s Fund aims to provide a well diversified portfolio of assets that can weather economic uncertainties while helping savers beat inflation. We are guided by the United Nations Sustainable Development Goals, a globally-accepted framework to achieve a more inclusive and sustainable future for everyone and the environment.

Key UN Sustainable Development Goals we endorse

  • No poverty
  • Affordable and clean energy
  • Decent work and economic growth
  • Reduced inequalities
  • Industry, innovation and infrastructure

Why Invest Your Savings

By investing, even a little, you give your money the opportunity to grow over time. It’s like planting a seed that can turn into a flourishing tree, providing you with financial stability and the chance to achieve your goals.

Investing Wisdom from The Experts

Investing requires patience

Investing should be more like watching paint dry or watching grass grow.

Paul Samuelson

Economics Nobel Laureate

Persistent striving yields great results for you and others

Someone is sitting in the shade today because someone planted a tree a long time ago.

Warren Buffett

Chairperson of Berkshire Hathaway
and legendary investor

Good habits unlock greatness

Baumeister says that people who succeed don’t have more willpower than you: they just develop better daily routines and habits, which after a while become automatic and require less thought — less conscious energy.

Scott Pape

Author of the Barefoot Investor

Fund Portfolio Approach

Wholesum combines a range of asset classes that optimises the benefits of stock market investing to generate long-term wealth with the benefits of short-term fixed income investing. Wholesum’s fund balances the risks of investing in different locations, business activities and currencies to enhance the earning potential of the total fund.

SME and microfinance platforms

Technology-enabled professional funds that connect investors with opportunities to support small and medium-sized enterprises and microfinance clients in emerging and developing countries.

Managed funds

Pools of money that professional fund managers in different markets look after and make decisions on what to invest in and how to modify based on changing economic conditions.

ETFs

Baskets filled with different types of investments (such as stocks, bonds (sukuk), real estate and commodities) that allow you to own a little bit of many different companies and projects.

Affordable, non-interest home and car finance

Home and car financing that provides interest-free solutions to purchase a home or car.

Ready to grow your wealth responsibly?

Reach your financial goals faster, the Wholesum way.