Social Impact Portfolio

Beckett Asset Management launched this portfolio in January 2016 in response to our clients? requests.

The strategy is composed of collective investments and is particularly suited to those investors seeking a more Ethical approach to investing.  Investors should be prepared to accept a cautious to medium level of investment risk.

After sampling a diverse group of potential investors, we identified the top four ethical criteria as being Human Rights issues, Environmental abuse, Animal Testing, and Arms. 70% of our equity and bond holdings will adhere to these criteria and the remaining holdings will be defined as Ethical by Financial Express.