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 (%)|
|Stewart Investors Worldwide Sustainability||B8319S6||20,000||20|
|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|
|Rathbone Ethical Bond||B7FQJT3||12,500||12.5|
|Royal London Ethical Bond||BJ4KSY8||12,500||12.5|
Inception date: 1 August 2019