On 30th April 2025 we’re renaming our most popular investment solutions to make it easier to understand what they aim to achieve for your clients.
Nothing else about the solutions will change. Their mandate, charges, levels of risk etc. will all remain exactly the same.
Here are the new names
| Solution | New name from 30th April 2025 |
|---|---|
| PIM Tactical Active | Parmenion Active Growth |
| PIM Strategic Conviction | Parmenion Blended Growth |
| PIM Tactical Passive | Parmenion Passive Growth |
| PIM Strategic Ethical Active - Profile A | Parmenion Responsible Growth |
| PIM Strategic Ethical Active - Profile B | Parmenion Sustainable Growth |
| PIM Strategic Ethical Active - Profile C | Parmenion Ethical Growth |
| PIM Strategic Ethical Active - Profile D | Parmenion Screened Growth |
| PIM Strategic Passive ESG | Parmenion Passive ESG Growth |
| PIM Tactical Income | Parmenion Income |
| PIM Sterling | Parmenion Sterling |
What about literature and third-party tools?
All literature for these solutions will be updated with the new names. Third party tools might not reflect the new names immediately as we rely on them to update the names in their systems.
What about other solutions?
All the other solutions in our range will keep their current names.
Will you let clients know?
Yes, we’ll include a letter and a flyer outlining the old and new solution names in their Quarterly Report Packs.
You can view a sample by clicking here.
We’ll also include the old solution name beside the new one for 6 months, while you and your clients get used to the change - e.g. Parmenion Blended Growth (Strategic Conviction). This will be shown on the platform, our mobile app and any system reports.
This article is for financial professionals only. Any information contained within is of a general nature and should not be construed as a form of personal recommendation or financial advice. Nor is the information to be considered an offer or solicitation to deal in any financial instrument or to engage in any investment service or activity.
Parmenion accepts no duty of care or liability for loss arising from any person acting, or refraining from acting, as a result of any information contained within this article. All investment carries risk. The value of investments, and the income from them, can go down as well as up and investors may get back less than they put in. Past performance is not a reliable indicator of future returns.
