Whitechurch Securities to launch multi-asset ethical range


Whitechurch Securities is launching a range of ethical portfolios on 1 March.

Head of direct equity Amanda Tovey will be lead investment manager on Whitechurch Ethical, a five-strong range of discretionary managed multi-asset funds.

The basic portfolio management service can be accessed for a minimum investment of £3,000.

Whitechurch’s Prestige Service will however offer four different ethical portfolios with varying risk ratings, all of which can be accessed for a minimum investment of £50,000.

The discretionary fund manager will also offer high-net worth investors a bespoke offering, for a minimum investment of £200,000.

Tovey says: “Ethical investing is a key consideration for many people I have spoken to and with increasing need for governments and companies to act in a more responsible manner on a range of issues from tax payments to climate change we as investors need to play our part and engage with this.”

Whitechurch has teamed up with research and analysis firm Ethical Screening to establish key criteria in which to filter funds and direct equities for inclusion in the portfolios.

“The exclusion criteria includes fundamental areas of concern such non-medical animal testing, gambling, arms production, tobacco, pornography, to name a few,” adds Tovey.

All of the Whitechurch Ethical range will carry a basic annual management charge of 0.5 per cent plus underlying fees.