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Ethical

The objective of our Ethical strategies is to provide our clients with superior long term investment returns, underpinned by our “value process”, while delivering the global added benefits of an ethical capital allocation. The Ethical Suite contains the Reditus Fund and The Socially Responsible Investing (SRI) Global Equity Fund.

Ethical Reditus Fund

The Reditus Umbrella Exempt Unit Trust marries Setanta's experience in high yield investment with strong skills in the use of a covered option overwriting strategy to enhance income generated. The securities are also screened to meet certain ethical criteria. An income target is declared at the beginning of each year, and dividends are paid bi-annually (January & July). The Reditus Fund was developed in conjunction with L&P Financial Trustees Limited, a valued partner of Setanta Asset Management.

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Ethical Reditus Fund

Global SRI Fund

The Global Equity SRI Fund is an actively managed equity portfolio.  The stocks are chosen within a global sector framework via a thorough bottom-up analysis and prior to purchase stocks are screened to ensure they meet predefined ethical criteria, in the following areas: Environment; Human Rights; Employee and Governance Issues; Manufacture of Armaments and Supplies to the Military; Cosmetics Testing on Animals; Tobacco Production; Irresponsible Promotion of Breast Milk Substitutes

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Global SRI Fund