PIM Strategic Ethical Active - Profile B

Positively focused ESG portfolios with a sharp eye on addressing environmental and social challenges.

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

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.    

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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

Simon Molical 500X500px

Achieving a sustainable economy requires a massive transition and we’re calling on companies to lead that.

Simon Molica
Senior Investment Manager

If you’d like to chat to us about our Ethical solution 

or our wider proposition, please get in touch