The Ethical Trust

For those who care where their money goes

Do you like to know what sort of activity your money is invested in?

Is it important for you to know whether your money is invested in a socially responsible way?

If so, then our Ethical Trust could be for you.

Like a traditional index-tracking fund, the trust tracks the FTSE 350 Index, but with a difference - we exclude businesses in the FTSE 350 Index that don't meet certain ethical criteria.

Our Ethical Trust only invests in companies that follow a range of ethical and environmental guidelines which have been specially developed by Ethical Investment Research Services (EIRIS) after consulting with a broad cross-section of UK investors like you. This filters out companies significantly involved in or causing water pollution, intensive farming, gambling, adult entertainment, weapons manufacturing, tobacco sales and other such activities.

So, with our Ethical Trust, you can enjoy the potential of the stock market without having to compromise your beliefs or principles.

Remember that the value of your investment and income can fall as well as rise. It is not guaranteed and you may not get back the amount of your original investment. The Trust should be considered a medium to long term investment of at least five years.

Legal & General (Portfolio Management Services) Limited has been licensed by FTSE International Limited to use the "FTSE 350 Index".

View the Ethical fund factsheet (PDF 33KB)

Find out more about excluded businesses

Find out more about EIRIS

Apply Now for an Ethical Trust Request a pack for the Ethical Trust

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The Ethical Trust:

  • tracks the FTSE 350 Index - excluding companies that don't meet EIRIS criteria
  • from just £50 a month or a £500 lump sum
  • has a low annual management charge of just 1%
  • has no set-up or withdrawal fees
  • is available as an ISA or unit trust

Feel good about how you invest

Apply online today for the Ethical Trust


Apply Now for an Ethical Trust Request a pack for the Ethical Trust

 
 

Need help?

Apply by phone: 0800 316 7190

Freephone
9am to 6pm Monday to Friday
We may record and monitor calls.




Key documents


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