UK Ethical Equity (Including Sustainable / Impact) – UKEE733
Assisted Search UKEE733
Deadline: Friday 7th August 2020
UK wealth manager is running a search in CAMRADATA for UK Ethical Equity funds (including sustainable/impact UK strategies). This search is being initiated with the intention of reviewing their current UK Ethical Equity products and to also ensure that appropriate funds are not being missed.
All funds being proposed must be listed in CAMRADATA Live, and returns must be up to date i.e. at least to 31st March 2020.
If you would like to put a fund, or a number of funds, forward for this search, then you must contact me with the name of the fund that you would like to propose by Friday 7th August 2020.
Assisted searches are run on behalf of institutional investors with specific search requirements. You are able to participate in this and all other Assisted Searches if you subscribe to CAMRADATA Live.
Search Requirements
| Deadline | Friday 7th August 2020 |
Asset Class | UK Ethical Equities (including Sustainable/Impact) |
Structure | Pooled Fund Available – GBP Share Class Set Up – Fund open to new investors |
Track record / Establishment | The Fund should be over £100m. We would preferably like to see 3 years of track record (even in a separate account) but will be willing to look at anyone with more than 12 months if they believe they are suitable. |
Client Base | Your fund should have at least ten investors with the largest client holding no more than half the fund. |
| Performance Target | To beat the FTSE All Share by 1-3% annualised over a cycle. |
| Potential mandate | Circa £6m |
| Environmental, Social and Governance | Please demonstrate the ESG considerations for the Funds. We would preferably like to see a strong focus on bottom up ESG considerations and avoidance of unethical/irresponsible companies. |
Investment Platforms | Please state which investment platforms are hosting your Funds |
Fee Level | Your OCF/TER will preferably be 90bps or below |
PLEASE INCLUDE IN YOUR SUBMISSION EMAIL:
1. Please demonstrate the ESG considerations for the Funds. We would preferably like to see a strong focus on bottom up ESG considerations and avoidance of unethical/irresponsible companies.
2. Please state which investment platforms are hosting your Funds
To submit a fund please email info@camradata.com