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Responsible Investing

Unicorn has a company-wide Responsible Investment Policy, which is available to view in the Literature Library below, that details how environmental, social and governance (ESG) issues are incorporated into its investment and management processes.

All recommendations made by Unicorn regarding the investments within the portfolios that follow Responsible Investment Strategies will be based on this policy and WM Capital Management will follow Unicorn’s recommendations regarding the suitability of stocks to be held within portfolios.

WM Capital Management will wherever possible actively vote on all shareholder resolutions as advised by Unicorn Asset Management. Our voting records are available below in the Literature Library.

Want to find out more?

If you have any questions regarding the Unicorn AIM IHT & ISA Portfolio Service, please contact our dedicated team on 020 8187 9208 or email unicorn-aim-iht@wmcapitalmanagement.com.