Ethical & Environmental Portfolios

We offer two sets of investment portfolios built around ethical and environmental considerations.

The portfolios are managed on a discretionary basis. We use our proven investment philosophy to manage them. A range of criteria guide the choice of funds used.

Both sets of ethical and environmental investment portfolios are available at a variety of risk levels.

Ethically Conscious Portfolio

These investments consider a range of Environmental Social and Governance (ESG) factors. Funds have a low or zero tolerance to (for example) arms production, tobacco production, alcohol production, using child labour or operating in countries with repressive regimes.

These portfolios may be suitable for clients who want to invest allowing for a fairly wide range of general ethical factors.

Environmental Focus Portfolio

These portfolios focus on environmental factors. They include companies involved in clean energy, water, or sustainable waste. They also include companies assessed to have a low or positive environmental impact.

They may be suitable for clients who wish to have a low environmental impact. They may also be suitable for clients who wish to invest in companies positively affecting the environment and who believe that such companies may perform well by doing so.

What will I be investing in?

Screened Funds

These funds allow managers to pick stocks and securities from a group of companies that pass filters based on Ethical, Social and Governance (ESG) criteria. Different funds apply different filters. All the funds we use have low or no exposure to tobacco, armaments and pornography production.

Some also filter for other criteria including gambling, alcohol production and geographic location.

Thematic Funds

These funds invest in companies that work in a field consistent with a specific theme. These themes will be based on a particular Ethical, Social or Governance concern for example sustainable water and waste management or renewable energy. The G&P specialists will include themes that are valuable from both an ESG perspective and also make strong investment cases. Funds chosen in a given theme will represent efficient and cost effective exposure to the theme.

UN Sustainable Development Goals

We support the Sustainable Development Goals. We rate each fund against the UN Sustainable Development Goals. These alignments allow us to show you how well your portfolio supports these goals.

You will also be able to track the improvement of your ethical and environmental investments against these goals over time.

UN sustainable development goals

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Regulatory Statement

Gale and Phillipson Investment Services Ltd, Gale and Phillipson Advisory Services Ltd, Gale and Phillipson General Financial Services Ltd and Gale and Phillipson (SE London) Ltd are all authorised and regulated by the Financial Conduct Authority (Reference Numbers 431387, 142752, 195080, 195522).  Gale and Phillipson (Herts) Ltd and Gale and Phillipson Consulting Ltd are appointed representatives of Gale and Phillipson Advisory Services Ltd.  Gale and Phillipson (Surrey) Ltd is an appointed representative of Gale and Phillipson Investment Services Ltd. (Reference Numbers 615821, 811525, 703337). All companies trade under the name Gale and Phillipson and are registered in England and Wales numbers 05409822, 02232959, 03751076, 04077157, 08864945 and 04823391.  Registered office for all companies is Gallowfields House, Fairfield Way, Richmond, DL10 4TB.