Worthstone are working in partnership with a number of Discretionary Fund Managers (DFMs), please see their profiles below: –
EQ Positive Impact Portfolios
Established in 2012, the EQ Positive Impact Portfolios are designed to meet the growing investor appetite for an investment approach which not only delivers an attractive return but is also committed to making a positive contribution to society or the environment.
EQ’s portfolios contain typically 15-20 sustainable and impact funds, covering a range of styles, asset classes and fund management groups. Key features of the portfolios include:
• Seven risk profiles with the average equity exposure ranging from 35% to 98%
• Independent and well-resourced internal research team conducting financial and impact due diligence
• Available in ISA, SIPP, offshore bonds or GIA accounts
• Annual management charge of 0.35% plus VAT
• Investing only in FCA authorised and recognised funds offering daily liquidity.
• Available for financial advisers on eight different platforms (7IM, Alliance Trust, Aviva, Novia, Nucleus, Parmenion, Standard Life and Transact).
King & Shaxson – Rewarding values since 2002
King & Shaxson’s discretionary managed portfolios provide a specialist ethical investment solution for those clients who would like their core beliefs and principles to be reflected in their holdings. This leads to investments that finance solutions to social and environmental challenges.
Advisers can access a number of ethical model portfolios (launched in 2010) which cater for a range of risk/income requirements. These are available on multiple adviser platforms.
Their high level service allows for tailored portfolios to be constructed based on each client’s own personal ethics, made possible by King & Shaxson’s values-based questionnaire. These tailored portfolios allow for direct investments into multiple asset classes, meaning they can cater for varied ethical criteria.
They can provide various sales aids including an under the bonnet screening service, ethical questionnaire and a screening policy document.