Ethical Portfolio

Introducing our ethical portfolio

Our ethical fund-based model portfolio is designed as a blueprint for investors who would like to bring a more sustainable and responsible approach to their holdings, but who don't want to sacrifice performance.

We invited the specialist investment adviser Castlefield to run the portfolio for us. They use a selection methodology called BEST – Business & Financial; Environmental; Social; and Transparency & Governance  – when selecting investments.

The portfolio has been designed to focus on growth, so equities start with a weighting of 75% of the £100,000 starting portfolio.

You can read the latest ethical portfolio quarterly update here

Read more Money Observer articles about ethical investing

Ethical portfolio weightings at launch

  SEDOL Investment at launch (£) Weighting (%)
EQUITY   75,000 75
Stewart Investors Worldwide Sustainability B8319S6 20,000 20
WHEB Sustainability B8HPRW4 15,000 15
Sarasin Food & Agriculture Opportunities B8GJCL1 10,000 10
Liontrust Sustainable Future Global Growth 3003006 7,500 7.5
Liontrust Sustainable Future UK Growth 3002876 7,500 7.5
Castlefield Best Sustainable UK Smaller Companies B1XQNH9 5,000 5
Greencoat UK Wind IT B8SC6K5 10,000 10
FIXED INCOME   25,000 25
Rathbone Ethical Bond B7FQJT3 12,500 12.5
Royal London Ethical Bond BJ4KSY8 12,500 12.5
Totals   100,000 100

Inception date: 1 August 2019