Wealthify Limited
Website: https://www.wealthify.com/
Introduction
Wealthify is a multi-award-winning investment platform that offers straightforward and affordable investment options to suit a wide range of investors. In 2016, we launched our Ethical Investment solutions, offering our investors a way to stay true to their values without costing the Earth.
At Wealthify, our approach with Ethical Investing is to strike a balance between providing an investment that supports long-term financial goals and helping to contribute to positive environmental, social, and governance (ESG) outcomes. To do this, we exclude 4 core industries that we consider to be ‘sin sectors’: weapons manufacturing, gambling, tobacco, adult entertainment.
Models
Wealthify has joined forces with best-in-class ethical fund providers to create a range of five Ethical Plans that let you invest in organisations committed to having a positive impact on society and the environment.
Our DFM service comprises five diversified portfolios designed to meet a range of objectives and risk profiles:
- Ethical – Cautious
- Ethical – Tentative
- Ethical - Confident
- Ethical – Ambitious
- Ethical – Adventurous
All our fund providers are signatories of the Principles of Responsible Investing (PRI), the world’s leading proponent of responsible investing. They actively-manage their ethical funds, keeping a close eye on the organisations in which they invest, and employing rigorous ongoing screening to ensure that ethical standards are maintained.
Rebalance schedule
Wealthify typically rebalances on a quarterly basis or when our Investment Committee meets and adjusts asset allocation, whichever is sooner.
Charges
15bps plus VAT
Contact
Operational:
Layth Saadi (Investment Manager)
Legal disclaimer
This publication is for general information only. Aviva takes no responsibility nor accepts any liability for any decisions or actions you take as a result of the information given. This content has not been approved for use with customers. You shouldn’t rely on this content in place of legal, regulatory or other professional advice. Content prepared by Aviva is based on Aviva’s understanding of the law, regulation and current practice at the date of publication. However, this will change from time to time and changes might not be reflected on this page. Aviva isn’t responsible for any of the content in this publication prepared or provided by third parties, nor the accuracy and completeness of that content.