7IM and Sarasin go ethical

The core of the offering is managed by Sarasin’s team – led by Henry Boucher – with a smaller proportion operated as an overlay by 7IM’s CIO Ros Price and her team. Within the Ethical OEIC there is a mix of three portfolios, with equity and fixed interest segments accounting for between 85-90pc and managed by Sarasin, and the remainder run by 7IM. There will be a 50/50 split between equity and fixed income in the portfolio to provide a balanced profile. It is benchmarked against the FT All Share and the FT All Stocks indices equally. Boucher’s equity portion has between 50 and 70 h...