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.
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.
Wealthify typically rebalances on a quarterly basis or when our Investment Committee meets and adjusts asset allocation, whichever is sooner.
15bps plus VAT
Layth Saadi (Investment Manager)
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