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Ethical Investment Solutions

We can offer a range of ethical solutions; from low-cost model portfolios with predefined requirements (to fit the needs of most investors); up to bespoke solutions for private individuals, charities and trusts.

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From as little as £3,000 clients can invest sustainably within our low-cost dynamic or active range, or larger amounts can be invested with our Ethical Prestige range or their very own Personally Tailored portfolio. Our ethical portfolios are all discretionary managed multi-asset portfolios which utilise the Whitechurch Investment team’s expertise in asset allocation. The portfolios are managed by the Whitechurch Investment team and investments can be placed either directly with Whitechurch or via a number of wrap platforms. Take a look at our Ethical Brochure and relevant Service Brochures or contact our Business Development Team for more information.

We use Ethical Screening* to screen funds and equities for inclusion in our ethical portfolios. 

*Ethical Screening is a company dedicated to enabling the management of money according to investors' ethical values (www.ethicalscreening.co.uk).


 

 Performance figures are calculated to 31/03/2021 net of fees in sterling. Unit Trust prices are calculated on a bid-to-bid basis OEICs, Investment Trust and Share prices are calculated on a mid to mid basis, with net income reinvested. The value of investments and any income will fluctuate and investors may not get back the full amount invested. Currency exchange rates may affect the value of investment.

 


 

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Interested in finding out more?

Brochure

>> Click here for our Ethical Investment Solutions Brochure 

>> Click here for our Socially Responsible Investment Guide.

Performance

>> Click here for our Ethical Monthly Performance Update

>> Click here for our Ethical Portfolio Quarterly Performance

>> Click here for our Prestige Ethical Factsheets

>> Click here for our PMS Ethical Balanced Factsheet

Further Information

>> Click here for our Adviser Ethical Toolkit

>> Click here to read our Whitechurch Blog: Build Back Better

>> Click here to read our Whitechurch Blog: Investing in a Changing World

>> Click here to read our Whitechurch Blog: Investing for Good