Strategic Ethical Active – Profile D
Our ethically screened focused solution, aiming for strict avoidance of controversial sectors and activities.
- 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.
Strict screening, for the traditional ethical investor
This profile has a predominantly negatively screened investment approach that aims to avoid investing in controversial sectors like armaments, non-medical animal testing and human rights abuse. Where possible the funds in this profile may also encourage positive company behaviour through engagement with senior management and responsible voting practices.
Negative investment approach
Invests across a restricted range of industry sectors and regions using a set of strict ethical standards that aim to avoid companies linked to harmful activities.
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.
Responsible companies
Invests in companies that take their responsibilities to the environment and society seriously, with products and services that cause less harm.
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 D 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% | 0.56% | 1.15% |
*Assuming a 12% turnover rate - for guidance only, actual turnover may be more or less than this amount
For traditional ethical investors, it is important to minimise exposure to contentious areas.
Joe Yallop
Investment Analyst
