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.

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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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. 

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 C 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 Julia Dreblow

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