Strategic Passive ESG

A diversified and cost-effective approach to ESG investing.

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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Diversified and cost-effective ESG investing

Strategic Passive ESG is designed for investors who want to invest in an Environmental Social and Governance (ESG) focused solution that’s diversified and cost-effective.

Like our active approach, it benefits from input by the independent 
members of our Ethical Oversight Committee (EOC), plus the 
'Anything-but passive' due diligence we bring to our passive solutions.

Read our adviser guide

Costs and charges

Our Passive 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 charge0.12%
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 portfolio in Risk Grade 5, and an OCF as of the 31st March 2024

CustodyDFM ChargeDealing*OCFTotal

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

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We seek out investment managers that take their responsibility as stewards of their clients’ money seriously.

Simon Molica
Senior Investment Manager

If you’d like to chat to us about PIM Strategic Passive or our wider proposition, please get in touch.