Ethical Portfolio Management Service

Is it for me?

If you are concerned about how the companies you invest in make their profits, or if you feel uneasy about benefiting from industries such as tobacco, alcohol and armaments, or if you just want to make positive changes to the world through your investment choices, our Ethical Portfolio Management Service may be a good option for you. You can access it with a minimum investment of £50,000.

How does it work?

Replicating our award-winning Discretionary Portfolio Management Service, we carefully build a portfolio of ethically screened funds (and direct equities where appropriate) to match the risks you are prepared to and can afford to take. Your portfolio can be designed to produce income, capital growth or a blend of both, depending upon your requirements.

Anything else I should know?

The Ethical Portfolio Management Service can be accessed via a selection of tax efficient wrappers, including ISAs, SIPPs, trusts and offshore investment bonds.

Investing ethically does not necessitate taking additional risks, nor sacrificing performance, but you should be aware that the universe of stocks that qualifies for ethical investment is smaller than the overall market. As a consequence, the performance of portfolios may deviate more from the overall market than if the managers were to choose from every stock.

While we conduct due diligence on the funds included in portfolios, we cannot guarantee at all times that the funds will not hold stocks that engage in controversial activities.

How can I find out more?

You can download the Ethical Portfolio Management Service brochure from the Useful Downloads, or get in touch with one of our friendly team (below).

Get in touch

Chloe Vicary

Investment Team Assistant

Exeter Office

Tel: 01392 410180

Email Chloe

Rebecca Fournier D'Albe

Senior Investment Manager

Taunton Office

Tel: 01823 218453

Email Rebecca

David Evans

Director / Senior Investment Manager

Dorchester Office

Tel: 01305 236000

Email David

Simon Atherton

Senior Investment Manager

London Office

Email Simon

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