Ethical Managed Portfolio

This portfolio is designed to provide long term capital growth whilst ensuring funds meet our social and ethical standards and therefore is suitable for individuals who are looking for a capital return but not at any cost*.

This objective is achieved by firstly screening funds to ensure that they meet our ethical criteria. We screen out funds with involvement in a wide range of social and ethical issues and include funds that make a positive contribution. We then use a balanced approach to the selection of investment assets, primarily focusing on equities and bonds.

The performance of all the funds in your portfolio is constantly monitored and formally reviewed on a quarterly basis by our investment committee.

* due its restrictive nature this portfolio is not used in conjunction with the risk questionnaire and it is suitable for clients with a medium to high attitude to risk

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