Whitechurch unveils low-cost responsible portfolios

Range will invest in exchange traded funds and trackers with up to 30% in active funds

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Whitechurch Securities has launched a range of low-cost responsible portfolios.

The Responsible Dynamic portfolios cover a range of risk profiles from low-risk defensive through to more aggressive strategies.

They will invest in a range of exchange traded funds and trackers with up to 30% in active funds.

The portfolios have an annual management charge of 0.2% and will be available direct and on a range of platforms.

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Whitechurch investment director Amanda Tovey (pictured) said: “While historically passive funds in the ESG space have had a lot of bad press, in recent years a lot of work has been done in this space to improve the offering and we feel now is the right time to launch a competitively priced passive solution.”

The range comes in addition to the Whitechurch Prestige Ethical range which has a five-year track record.

It comes at a time when a growing number of asset managers, including Schroders and Legal & General Investment Management, are launching their own low-cost model portfolio services that lean heavily on passive strategies.

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