Strategic Ethical Active - Profile B
Investing in companies aiming to address social and environmental challenges
- The content of this page is only suitable regulated financial advisers.
- Past performance isn't an indicator of future returns and investors could get back less than they put in.
- This content of this page is intended as general information and shouldn't be viewed as a personal recommendation.
- There's also no guarantee that investment solution or funds will meet their objectives.
A sharp eye on environmental and social issues
This profile may invest across most sectors with a focus on sustainable companies that address environmental and social factors - often leading to overweight allocations to healthcare, tech and renewables. And because it’s positively focused, the funds aim to encourage positive company behaviour through responsible voting practices and engagement with senior management.
Positive investment approach
Focuses on identifying companies dedicated to making a positive difference on environmental and/or social issues, through innovative products and services.
Established track record
Launched in 2012, our Ethical solution has an established track record. Read more about this in our latest Quarterly Solution Report below.
No mandated screens
There are no mandated negative screens, however we expect minimal exposure to areas that are commonly excluded by ethical funds.
Available in 10 Risk Grades
Choose from 10 risk-graded funds to match your clients' investment objectives, appetite for risk and time horizon.
Independent oversight
Supported by an oversight committee, that includes independent professionals with specialist expertise in responsible investing.
Defaqto Diamond rated
Defaqto 4 Diamond rated for an independent assessment of value and risk adjusted returns.
Costs and charges
Our Ethical Active charges are simple and transparent. For our custody fee, when the total value of your client’s assets falls into a given band, they pay that charge for all their money, not just the proportion in that band.
| Type | Charge |
|---|---|
| DFM charge | 0.24% |
| 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 - £299,999.99 | 0.30% |
| £300,000.00 - £599,999.99 | 0.25% |
| £600,000.00 - £1,499,999.99 | 0.20% |
| £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 B portfolio in Risk Grade 5, and an OCF as of the 31st December 2023
| Custody | DFM Charge | Dealing* | OCF | Total |
|---|---|---|---|---|
| 0.30% | 0.24% | 0.05% | 0.64% | 1.23% |
*Assuming a 12% turnover rate - for guidance only, actual turnover may be more or less than this amount
Achieving a sustainable economy requires a massive transition and we’re calling on companies to lead that.
Simon Molica
Senior Investment Manager
