Ethical MPS
Invest in alignment with your values.
Investing with strict avoidance criteria to avoid harm, the range focuses on funds that adhere to stringent screening criteria in line with our ethical standards.
0.30%
Annual Management Charge
For investors seeking a portfolio that has a deep focus on screening out harmful investments.
About Our Ethical Investment Strategy
- Our Ethical MPS focuses on fund strategies that have strict avoidance criteria that matches our ethical screening.
- The investment strategy follows our signature high conviction, low turnover, and high active share style of investing.
Responsible Investment Characteristics
Excluded Industries
- Alcohol
- Adult Entertainment
- Armaments
- Oil and Gas Majors
- Minimise Animal Testing
- Gambling
- Tobacco
Avoid Harm
The strategy has a significant focus on avoiding harm, with an extended list of negative screening criterion.
Supporting Better ESG Standards
We invest in companies with better Environmental, Social and Governance (ESG) characteristics, relative to their peers.
Objectives and Investment Policy
Fund Selection
Your investment will be allocated to responsible investment funds with strict negative screening criterion that meet our ethical criterion.
Asset Allocation
Your investment will be allocated to fixed income, equity, mixed asset funds, and listed infrastructure.
Risk Management
Risk will be maintained within defined risk profile constraints. Our strategy utilises both volatility and equity risk ranges.
Rebalancing
Minimum semi-annual rebalancing.
Performance Target
Aims to outperform the peer-group and reference benchmark by 0.5-1% annualised p.a net of fees on a 5-10 year rolling basis.
Why choose this portfolio:
Avoid Harmful Investments.
The Ethical MPS has an extended list of exclusionary criterion. The portfolio is designed for investors with strict criteria to avoid harmful investments.
Fundamental investing.
The Ethical MPS invests in actively managed funds and highly experienced fund managers with deep experience in ethical investing.
We seek fund management teams with a heritage of ethical investing, alongside deep fundamental processes to first avoid harm and, second, to generate exceptional performance outcomes.
Invest in the best ideas.
The Ethical MPS is managed within a long-term, concentrated, best-ideas, low- turnover, high active share strategy.
The funds that we invest in, themselves also invest in this active style. This is genuine active management based around on academic research alongside real-world practical portfolio management.
Compare Our Responsible Solutions
The Ethical Portfolio.
Our ‘Dark Green’ portfolio range. Investing with strict avoidance criteria to avoid harm.
Key Characteristics
- Avoids harm by filtering out harmful industries: adult entertainment, alcohol production, armaments, gambling, oil and gas majors, tobacco, minimise animal testing.
- Invests with a mindset that avoids harm and promotes good business practices.
The Sustainable Portfolio.
Our better future portfolio range. Investing in sustainability and ESG leaders.
Key Characteristics
- Invest in sustainable solutions that contribute towards positive environmental and social outcomes.
- A focus on decarbonisation and green solutions.
- Filters out harmful industries: tobacco, armaments, alcohol production and gambling.
- Invests in companies with commendable ESG records.
Key Characteristics
- Excludes harmful Industries: tobacco, armaments and gambling Investments.
- A focus on decarbonisation.
- Invests in companies with commendable ESG records
Key Characteristics
The portfolio excludes:
- Armaments
- Alcohol production
- Tobacco
- Pork production
- Gambling and speculation
- Adult Entertainment
- Interest on transactions (riba)
Target Market
The Ethical MPS is designed for investors seeking a portfolio that employs negative screening criteria corresponding to the investor’s specified requirements.
Our Ethical Investment Strategy is highly suitable for retail clients and is intended for distribution via FCA authorised financial advisers that have conducted the relevant work to determine their clients’ circumstances, objectives, risk tolerance, appetite, and responsible investment objectives.
Client type
Retail and professional investor.
Knowledge and experience
Basic investor, informed investor, advanced investor.
Capacity for loss
No capital guarantee.
Risk profile
Offered in five defined risk profiles.
Recommended time horizon
Minimum 5–10-year investment time horizon.
Distribution strategy
Investment advice.
Negative Target Market
- Not suitable for clients unable to bear potential losses.
- Not suitable for clients with an investment time horizon of less than five years.
- Not suitable for clients seeking a portfolio with a sustainability focus.
- Not suitable for clients seeking an income generating investment solution.
Other strategies.
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