PIM Strategic Ethical Active – Profile C

ESG portfolios with blended approach of positive selection and negative screening, 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 balanced approach to screening

This profile aims to address environmental and social challenges through a blend of positive selection and negative screening. The funds in the profile combine positive environmental and social investment themes, with some negative screening criteria. They encourage positive company behaviour through engagement with senior management and responsible voting practices, where possible. 

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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

Julia

Businesses with positive environmental and social practices are well placed to lead economic growth.

Julia Dreblow
Ethical Oversight Committee

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

or our wider proposition, please get in touch