Ethical Collective Service
We offer a collectives portfolio management service through which clients are able to invest in a professionally managed portfolio of funds. Unit trusts, Open Ended Investment Companies (OEICs) and investment trusts enable individuals and institutions to gain access to a wider range of investment opportunities, thereby spreading risk, in an economically viable way.
There is now an extensive range of ethically screened and socially responsible funds available in the UK. We hold regular meetings with the fund managers, and closely monitor fund performance, investment style, investment strategy and key holdings. As a result we are able to establish an appropriate portfolio of funds for individual investors taking into account your investment objectives, attitude to risk, and income requirements.
We offer a collectives portfolio management service through which clients are able to invest in a professionally managed portfolio of funds. Unit trusts, Open Ended Investment Companies (OEICs) and investment trusts enable individuals and institutions to gain access to a wider range of investment opportunities, thereby spreading risk, in an economically viable way.
There is now an extensive range of ethically screened and socially responsible funds available in the UK. We hold regular meetings with the fund managers, and closely monitor fund performance, investment style, investment strategy and key holdings. As a result we are able to establish an appropriate portfolio of funds for individual investors taking into account your investment objectives, attitude to risk, and income requirements.
