Strategic Ethical Active – Profile D

Our ethically screened focused solution, aiming for strict avoidance of controversial sectors and activities.

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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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. 

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 D 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 Joe Yallop

For traditional ethical investors, it is important to minimise exposure to contentious areas.

Joe Yallop
Investment Analyst

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

or our wider proposition, please get in touch