PIM Strategic Ethical Active – Profile C
ESG portfolios with blended approach of positive selection and negative screening, with a sharp eye on addressing environmental and social challenges.
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- Past performance isn't an indicator of future returns and investors could get back less than they put in.
- This content of this page is intended as general information and shouldn't be viewed as a personal recommendation.
- There's also no guarantee that investment solution or funds will meet their objectives.
A balanced approach to screening
This profile aims to address environmental and social challenges through a blend of positive selection and negative screening. The funds in the profile combine positive environmental and social investment themes, with some negative screening criteria. They encourage positive company behaviour through engagement with senior management and responsible voting practices, where possible.
Blend of positive and negative investment approaches
Combines positive environmental and social investment themes, with some negative screening. Aims to avoid controversial sectors like armaments, environmental damage and gambling, with a limit of 10% revenue from those sectors, subject to practical limitations. More detail on the sectors excluded can be found in our “Choosing the right ethical portfolio for your client guide”.
Available in 10 Risk Grades
A choice of 10 Risk Grades allows you to find a portfolio mandate that lines up with your clients’ attitudes to risk.
Independent oversight
Independent input, oversight and review from a panel of ethical experts validates ethical fund selection and provides guidance on solution construction.
Established track record
Launched in 2012, our Ethical solution has an established track record. You can read more about this in our latest quarterly fact-sheets below.
Defaqto Diamond rated
Defaqto 5 Diamond rated for an independent assessment of excellent value and risk adjusted returns.
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Costs and charges
Our Ethical Active charges are simple and transparent. For our custody fee, when the total value of your client’s assets falls into a given band, they pay that charge for all their money, not just the proportion in that band.
| Type | Charge |
|---|---|
| DFM charge | 0.24% |
| Dealing charge (for fund switches and rebalance purchases) | 0.45% (≈0.05% p.a.)* |
| Parmenion SIPP charge | £18+VAT per quarter |
*Assumes a 12% turnover rate - for guidance only, actual turnover may be more or less than this amount
| Custody band† | Charge |
|---|---|
| £0 - £299,999.99 | 0.30% |
| £300,000.00 - £599,999.99 | 0.25% |
| £600,000.00 - £1,499,999.99 | 0.20% |
| £1,500,000.00 + | 0.15% |
†A minimum monthly custody charge of £5 per client applies. Cliff edge structure.
Here’s what your client might pay
For a £100,000 non-SIPP Ethical C portfolio in Risk Grade 5, and an OCF as of the 30th June 2022
| Custody | DFM Charge | Dealing* | OCF | Total |
|---|---|---|---|---|
| 0.30% | 0.24% | 0.05% | 0.57% | 1.16% |
*Assuming a 12% turnover rate - for guidance only, actual turnover may be more or less than this amount
Businesses with positive environmental and social practices are well placed to lead economic growth.
Julia Dreblow
Ethical Oversight Committee
If you’d like to chat to us about our Ethical solution
or our wider proposition, please get in touch