P1 Engagement Report 24 – 25
This report covers engagement activities by P1 Investment Services to August 2025 for assets invested in the TM P1 Ethical…
P1 Engagement Report 2021-22
This report covers engagement activities by P1 Investment Services to August 2022 for assets invested in the TM P1 Ethical…
P1 Engagement Report 2022-23
This report covers engagement activities by P1 Investment Services to August 2023 for assets invested in the TM P1 Sustainable…
P1 Engagement Report 2023-24
This report covers engagement activities by P1 Investment Services to August 2024 for assets invested in the TM P1 Sustainable…
Ethical MPS | Value Assessment
Ethical MPS | Value Assessment
Ethical | Target Market
P1 Ethical | Moderate (Previously Temperate)
Risk Level: Moderate Investment Management Charge: 0.20% Comparator IA Mixed Investment 40%-85% Shares Rebalancing Frequency January, April, July & October…
P1 Ethical | Cautious-Moderate (Previously Lower Risk)
Risk Level: Cautious-Moderate Investment Management Charge: 0.20% Comparator IA Mixed Investment 20%-60% Shares Rebalancing Frequency January, April, July & October…
P1 Ethical | Moderate-Adventurous (Previously Growth)
Risk Level: Moderate-Adventurous Investment Management Charge: 0.20% Comparator IA Mixed Investment 40%-85% Shares Rebalancing Frequency January, April, July & October…