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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.
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