Sustainable World Portfolio Management Service

Ethical or sustainable investment is one of the fastest growing areas of investment management. If your clients are concerned about how companies they are invested in make their profits, or if they feel uneasy about benefiting from industries such as tobacco, alcohol and armaments, our Sustainable World Portfolio Management Service allows you to provide them with a potential solution. Your clients can access our Sustainable World Portfolio Management Service with a minimum investment of £50,000.

Replicating our award-winning Discretionary Portfolio Management Service, we carefully build portfolios of ethically screened funds (and direct equities where appropriate) to satisfy a range of risk profiles and investment objectives e.g. income, capital growth, or a blend of both.

Your clients can access our Sustainable World Portfolio Management Service 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 and your clients 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.

There is more information about our Sustainable World Portfolio Management Service in the Useful Downloads section, or you can get in touch with our friendly team using the contact details below.

Get in touch

Jill Gill

Adviser Relationships Manager

Exeter Office

Tel: 01392 410180

Email Jill

Paul Jordan

Business Development Manager

London Office

Tel: 020 3948 4920

Email Paul

Trevor Cant

Business Development Manager

Taunton Office, Exeter Office

Tel: 07468 697900

Email Trevor

Chris McNulty

Investment Manager

Dorchester Office

Tel: 01305 236 000

Email Chris

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