Our investment philosophy and approach

Our dedicated team of SRI (socially responsible investment) analysts considers each of our investments on the basis of their ethical credentials and long-term return potential. We employ both positive and negative ethical screens – looking to invest in companies that help provide some of the necessities of life such as water, health and education or which have a positive impact on the environment and have robust corporate governance structures. We believe that responsibly managed companies that use fair practices and sustainable business models are more likely to outperform over the long-term.*

Portfolio construction

We pride ourselves on our independent thought and analysis, and are not afraid to adopt positions which do not conform to conventional thinking
We give our fund managers the flexibility and responsibility to implement investment strategies that best match the needs of our investors
We make investment decisions for the long-term, strongly believing that frequent trading increases costs and lowers total returns
Finally, our investment process places a strong emphasis on portfolio diversification at all levels, including geographical, sector, size and theme.

Stock selection

We look for businesses that are out of favour but intrinsically sound, and where a change in circumstance or economic conditions will bring about a recovery both in company fundamentals and improved investor sentiment, thus leading to superior returns
Our objective is to buy cheaply into businesses that can demonstrate an identifiable and sustainable competitive advantage. Such companies tend to have a straightforward business model and generate positive free cash flow from their operations. We avoid any form of creative accounting and over-indebtedness
We take a long-term view and make investments on this basis. However, circumstances do change and we keep all of our investments under review to ensure they continue to deliver against the Fund’s objectives.

* The value of investments and the income derived from them may fall as well as rise and you may not receive the original amount invested.

Investments

Contact us

To find out more about our ethically screened funds for churches and charities please contact us:

020 7680 5839

Or email: charityinvestments@ecclesiastical.com

We pride ourselves on our independent thought and analysis, and are not afraid to adopt positions which do not conform to conventional thinking.

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Ecclesiastical Insurance Office plc (EIO) Reg. No. 24869. Ecclesiastical Insurance Group plc (EIG) Reg. No. 1718196. Ecclesiastical Life Ltd (ELL) Reg. No. 243111. Ecclesiastical Investment Management Ltd (EIM) Reg. No. 2519319. Ecclesiastical Financial Advisory Services Ltd (EFAS) Reg. No. 2046087. Ecclesiastical Services Ltd (ESL) Reg. No. 1811698. E.I.O. Trustees Ltd Reg. No. 941199. All companies are registered in England at Beaufort House, Brunswick Road, Gloucester, GL1 1JZ, UK. EIO and ELL are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. EFAS is authorised and regulated by the Financial Conduct Authority. ESL is an appointed representative of EIO who is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.