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Investment Management

Ethical Portfolio

We understand that some investors prefer to adopt an different approach to investing.

We can offer an ethical portfolio which invests in a range of ethically managed funds, allowing investors to combine social, environmental and ethical considerations with a strategy designed to achieve long-term capital growth.

Alternatively, you can elect to impose specific constraints on your portfolio, in order to restrict exposure to particular stocks or sectors, such as tobacco, armaments, oil companies and so on.

In either case, clients should be aware that constraining a portfolio in this way may increase volatility and have a detrimental effect on investment performance.
 

Ethical Portfolio Factsheet

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Ethical Portfolio Brochure

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Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.