SCM Private was started in June 2009 by Alan and Gina Miller. Over the last 11 years, SCM Private has never diluted the focus and foundations of innovation, disruption, and corporate responsibility the company was founded and built on.
As vocal consumer campaigners determined to improve investor outcomes, SCM has produced extensive research. We have called out failings by both the self-interested industry trade bodies and the regulator, challenged anti-consumer behaviours in respect of research costs, closet index tracking, liquidity and mis-pricing, hidden fees, fund labelling, and lack of investment and holdings transparency.
Our model portfolios can be found on the M&G, 7IM and Transact Platforms.
If you would like to receive our IFA due diligence document, please contact us at enquiries@scmdirect.com. Or, call us on 020 7838 8650 if you have any questions.
Fees will vary according to the current selection of ETFs and current levels of trading activity. Latest fees are shown in all monthly fact sheets. The fees below are updated annually:
Total Cost before Adviser & Platform fees.
For fee information on our Ethical Portfolio, please click here.
Ongoing Charges (OCF) are NOT the full cost of investing. That’s because it does not include transaction costs at individual fund level. Research by the CFA Institute found more than two-fifths of Value Assessment Reports failed to state the ongoing charges figures at this level. This is key information for retail investors (CFA analysis Feb 2021).
SCM is aware that it can be difficult for Advisers to find out this cost information for clients’ portfolios. So, we offer a FREE IFA FEE Analysis Service for Model Portfolios. Contact us at enquiries@scmdirect.com, or fill out the ‘How Can We Help’ Form at the bottom of this page.
Note:
For the FREE IFA Analysis Service, SCM calculates the Ongoing Charges Figure (OCF) and the Estimated Transaction costs sourced from third party data providers. This is based on the funds/portfolios of investments as provided by an Advisor to us. We make certain assumptions when calculating the transaction costs. Therefore, they may not be 100% accurate, and will be subject to change without reference or notification. This should not be viewed as a recommendation to buy or sell any particular investments or engage in investment activity with any particular manager. This does not constitute an invitation or inducement to any person to engage in investment activity.
The full market commentary within our factsheets can be found here
SCM Bond Reserve
SCM Absolute Return
SCM Long-Term Return
SCM Ethical (ESG) Portfolio
Should you be interested in SCM looking after your clients’ investments, our model portfolios can be found on the M&G, 7IM and Transact Platforms.
You can sign up to monthly factsheets here.
Portfolio commenced 05 August 2019
OBJECTIVE:
To outperform inflation.
STRATEGY:
Actively managed with an ethical objective investing in a wide range of either ESG or SRI Exchange Traded Funds (ETF) to produce significant diversification and exceptional liquidity at very low cost.
Underlying ETF strategies:
UBS ETF US LIQ. C. SUST: Link
iShares $ Corp Bond 0-3yr ESG: Link
UBS ETF MSCI UK IMI SRI: Link
XESG MSCI EUROPE: Link
ISHARES EM SRI: Link
ISHARES SUST MSCI USA SRI: Link
Invesco GBP Corporate Bond ESG: Link
HSBC Japan Sustainable Equity UCITS ETF: Link
L&G Clean Water UCITS ETF: Link
WisdomTree Europe SmallCap Dividend: Link
WisdomTree Emerging Markets SmallCap Dividend: Link
FOR FULL UNDERLYING HOLDINGS, PLEASE DOWNLOAD THE EXCEL DOCUMENT HERE
