Ethical Investments

Only Tree

"Ethical and green investment has never been more popular.  There is now around £11.3 billion invested in UK green and ethical retail funds – up from £1.5 billion 10 years ago.  In response to rising demand, the universe of ethical and green retail funds has expanded considerably.  There are now almost 100 green and ethical funds available to UK investors – a decade ago there were just a couple of dozen.”  
The EIRIS Foundation and Ethical Investment Research  Services 2013

Risk rated ethical portfolios

As part of our investment proposition for clients  provide a range of five risk-rated ethical portfolios which are based on Ibbotson Associates asset allocation models.  We make fund choices to fit in with the various sectors recommended for each risk rating although in place of sector allocations to North America, Japan, Asia and Emerging Markets we have to be satisfied with using Global equity ethical funds.

The portfolios are held on the Nucleus Wrap and this enables us to access most of them at institutional rates and the set up automatic quarterly rebalancing of the portfolios.  We then use the Morningstar Adviser Workstation to provide information on the performance of the portfolios and to compare them with the standard risk-rated  portfolios.

The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
Arch Financial Planning Limited is a member of Best Practice IFA Group Ltd which is authorised and regulated by the Financial Conduct Authority. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk. Details can be found at https://register.fca.org.uk/ under reference number 595270. Arch Financial Planning Limited is registered in England, no. 04600308.