P1 Ethical Portfolios | Factsheets

Ethical Investment Approach

Because we take ethical and sustainable investing extremely seriously at P1 Investment Management, we employ staff with formally recognised qualifications in ethical and sustainable investment. This means that we truly understand the issues and challenges surrounding ethical investment and can demonstrate that our commitment is more than skin-deep.

Our expertise means that we can strive to ensure that we select ethical funds that are meeting the highest possible standards and we can avoid those that merely seek an ethical label for marketing purposes. We select funds with a deeply embedded ethical culture and strong experience in the sector. We explore their resources and how active they are in contacting companies they invest in, their use of shareholders voting rights and their level of engagement. We believe our insight into ethical and sustainable investing can give you confidence that your money is being put to work in a truly ethical manner.

The funds we select use a range of ethical criteria to choose their holdings. Different methods mean that some funds may invest in companies that other funds would avoid. Some managers target firms in challenging sectors to engage with them to improve. They may also identify the least bad businesses in these industries to motivate companies with lower standards to improve.

Risk-rated range:

Adventurous, Moderate-Adventurous, Moderate, Cautious-Moderate & Cautious

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