Wholesum Information

Wholesum is a mission-driven investment company that specialises in global ethical and impact-focused portfolios. Our investment fund products are dedicated to both financial returns and societal progress. With a focus on small businesses, we strive to generate profits and make a meaningfully empower local communities. The company was launched in 2023 when a group of angel investors and the founding team got together with a view to co-designing a compelling investment solution that addresses key gaps in the market. We launched our first fund, the Wholesum Responsible Fund in 2024. It has been achieving a target 8% net total return per annum since inception. Our mission is to generate consistent outperformance against inflation while striving towards ethical compliance and positive societal impact. At a company level, we take mission-driven execution seriously. We contribute a portion of our revenues to charity and strive to support non-profits with innovative treasury investment solutions. To further our mission, we actively collaborate with reputable, global investment partners and conduct financial literacy and awareness education at the grassroots level.