PIM Strategic Ethical Active - Profile A

Positively focused ESG portfolios with a sharp eye on good governance and encouraging responsible behaviour.

Before we get started

For financial professionals only

The content of this page is only suitable regulated financial advisers. Any news and/or views written just intended as general information and shouldn't be viewed as a personal recommendation.

A note on investment risk

Past performance isn't an indicator of future returns and investors could get back less than they put in. There's also no guarantee that investment solution or funds will meet their objectives.

 

Markus Spiske Olgovwwyt8m Unsplash

Good governance, responsible behaviour

This profile invests in good corporate citizens, with funds’ companies selected on the strength of their corporate governance, and leadership in environmental responsibility and social issues. And because it’s positively focused, the funds aim to encourage positive company behaviour through responsible voting practices and engagement with senior management.  

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Costs and charges

Our Ethical Active charges are simple and transparent. For our custody fee, when your client’s money falls into a given band, they pay that fee for all their money, not just the proportion in that band.

TypeCharge
DFM charge0.24%
Dealing charge (for fund switches and rebalance purchases)0.45% (≈0.05% p.a.)*
Parmenion SIPP charge£18+VAT per quarter

*Assumes a 12% turnover rate - for guidance only, actual turnover may be more or less than this amount

Custody band†Charge
£0 - £299,999.990.30%
£300,000.00 - £599,999.990.25%
£600,000.00 - £1,499,999.990.20%
£1,500,000.00 +0.15%

†A minimum monthly custody charge of £5 per client applies. Cliff edge structure.

Here’s what your client might pay

For a £100,000 non-SIPP Ethical A portfolio in Risk Grade 5, and an OCF as of the 30th June 2022

CustodyDFM ChargeDealing*OCFTotal
0.30%0.24%0.05%0.57%1.16%

*Assuming a 12% turnover rate - for guidance only, actual turnover may be more or less than this amount

Chris

I’ve seen first-hand the positive impact that active engagement has on responsible business behaviour, across a range of ESG issues.

Chris Hegarty
Ethical Oversight Committee

If you’d like to chat to us about our Ethical solution or our wider proposition, please get in touch