Ethical Portfolio

This portfolio is designed to provide long term capital growth whilst ensuring funds meet our social and ethical standards and therefore is suitable for individuals who are looking for a capital return but not at any cost*.

This objective is achieved by firstly screening funds to ensure that they meet our ethical criteria. We screen out funds with involvement in a wide range of social and ethical issues and include funds that make a positive contribution. We then use a balanced approach to the selection of investment assets, primarily focusing on equities and bonds.

The performance of all the funds in your portfolio is constantly monitored and formally reviewed on a quarterly basis by our investment committee.

* due its restrictive nature this portfolio is not used in conjunction with the risk questionnaire and it is suitable for clients with a medium to high attitude to risk

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Other portfolios types:

Cautious portfolio

Designed for the lower risk investor, this portfolio invests in a mix of fixed interest and equity to generate a return balanced between the two types of asset.

Cautious

Balanced portfolio

Whilst remaining largely centred on the UK this portfolio includes elements of developed and emerging market equity with a view to producing a higher level of return.

Balanced

Growth portfolio

Investing into a range of geographic regions and asset classes this portfolio has a focus on higher risk assets making it suitable for investors willing to take on more risk for higher potential gain.

Growth

Defensive Income

A cautiously-minded portfolio designed to produce a steady level of income by investing into government and corporate bonds as well as blue chip equity.

Defensive Income

High Income portfolio

This portfolio is constructed to produce a higher level of income and growth by investing into corporate bonds as well as UK and international equity income.

High Income