Strategic Ethical Active - Profile A

Investing in well-managed companies that aim to benefit the environment and society with strong governance.

For financial professionals only
Please note:
  • 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.
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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.  

Read our adviser guide

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.

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 31st December 2023

CustodyDFM ChargeDealing*OCFTotal

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

A headshot of Chris Hegarty

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