The information on the following pages are for professional intermediaries only.

Principal Investment Management

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We specialise in discretionary portfolio management

Ethical investment

We understand that some investors prefer to adopt an ethical approach to investing.

Managed Funds portfolios

Alternatively, for clients choosing our Managed Funds service, we can offer an 'Ethical' portfolio. This invests in a range of 'ethical' managed funds, allowing investors to combine social, environmental and ethical considerations with a strategy designed to achieve long-term capital growth.

Principal's ethical portfolio of funds

Directly Invested portfolios

If you choose our Directly Invested service, you can elect to impose specific constraints on your portfolio, in order to restrict exposure to particular stocks or sectors, such as tobacco, armaments, oil companies and so on.

Ethical portfolios


In either case, clients should be aware that constraining a portfolio in this way may increase volatility and have a detrimental effect on investment performance.

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Call us to speak to one of our Investment Managers on 01732 740700

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Investing involves risk and the value of investments and the income from them may fall as well as rise and is not guaranteed. Investors may not get back the original amount invested. Click for more information about the risks involved.

© 2012 Principal Investment Management

Authorised and regulated by the Financial Services Authority. Part of the Sanlam Group.

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