Strategic Ethical Active – Profile C
Ethical portfolios with blended approach of positive selection and negative screening, with a sharp eye on addressing environmental and social 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 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.
Positive and negative approaches
An investment strategy that focuses on finding well-managed companies that are making a positive contribution to society and the environment through their 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.
Aims to avoid harmful activities
Invests in a broad universe of investment opportunities across industry sectors and regions, using a set of ethical standards to avoid companies linked to harmful activities
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 C 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% | 0.58% | 1.17% |
*Assuming a 12% turnover rate - for guidance only, actual turnover may be more or less than this amount
Businesses with positive environmental and social practices are well placed to lead economic growth.
Julia Dreblow
Ethical Oversight Committee
