Ethical funds.
Our ethical investment fund screens companies in the FTSE 350 Index against a range of ethical and environmental policies. It only invests in those that meet the EIRIS criteria we’ve selected. You can invest in this ethical fund through a stocks and shares ISA or unit trust.
The value of your investment may fall as well as rise and you might not get back your original investment.
| Recommended investment period: medium to long term, ideally five years or more. Minimum investment: £500 lump sum or £50 monthly |
|---|
| Fund name | Initial Charge | Annual Management Charge | Extra Expenses | Fund Factsheet |
|---|---|---|---|---|
| Ethical | nil | 1.00% | 0.15% | Fund Factsheet |
- No initial or exit fee.
- The details above relate to the unit class 'R' - the class available online.
Additional Information
Our ethical investment fund also offers you:
- The reassurance that your money is invested in a socially responsible way.
- Low charges – this fund is an index-tracker and needs less management, so more of your money remains invested.
- The option to invest up to £50,000 online, today.
- Unlimited investment in a unit trust, but you won’t get the tax advantages of an ISA.
- The option to manage your investments online, any time.
- The option to transfer your existing cash or stocks and shares ISA to us.
Risk factors
For ISAs and unit trusts
All investments carry an element of risk. Please bear in mind:
- The value of your investment may fall as well as rise and you might not get back your original investment.
- More details can be found in the Key Information for ISAs and Unit Trusts including Simplified Prospectus document. Before you decide to invest, you must read this document.
For ISAs only
- The tax efficiency of ISAs is based on current rules. The current tax situation may not be maintained and tax treatment depends on individual circumstances.
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Fund performance table
You can find out how our ethical fund has performed over the last five years.
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