Ethical Investments

Ethical investment funds…

Ethical investment Funds have become increasingly popular, partly due to increased public awareness of issues such as climate change and human rights, but also because investors are attracted by the potential returns available. Ethical investments could be a valuable addition to your portfolio.

See the table below for some of the leading ethical investment options available through the Fair Investment Ethical Fund Supermarket - awarded 5 out of 5 stars by National Ethical Investment Week.

Ethical Funds
Fund ManagerFundSectorFactsheetMore info
Kames Ethical EquityUK All CompaniesFactsheetMore Info >
The primary investment objective is to maximise total return by investment in equities and equity type securities in companies based in the UK, principally conducting business in the UK or listed in the UK stock market which meets the funds predefined ethical criteria. See latest fund factsheet for details.
Ecclesiastical Amity InternationalGlobal GrowthFactsheetMore Info >
Income Paid Quarterly. The Fund aims to achieve long term capital appreciation and a reasonable level of income by investing principally in International companies. The Amity International Fund seeks to invest in a portfolio of companies which make a positive contribution to society and the environment through sustainable and socially responsible practices. The Fund seeks to avoid investment in certain areas such as companies which have a material involvement in alcohol, tobacco and weapon production, gambling and publication of violent or explicit materials. See latest fund factsheet for details.
Jupiter EcologyGlobal GrowthFactsheetMore Info >
The objective of the Fund is to achieve long-term capital appreciation together with a growing income consistent with a policy of protecting the environment. The Fund’s investment policy is to invest worldwide in companies which demonstrate a positive commitment to the long-term protection of the environment. See latest fund factsheet for details.
Kames Ethical Corporate BondCorporate BondFactsheetMore Info >
Income Paid Quarterly. The primary investment objective is to maximise total return (income plus capital) by investing in sterling denominated bonds issued by a company or organisation which meets the funds predefined ethical criteria. See latest fund factsheet for details.
F&C Stewardship IncomeUK Equity IncomeFactsheetMore Info >
Aims to achieve an above average income with some capital growth potential through investments in approved UK companies. Pay no initial charge.
Standard Life Investments Ethical Corporate BondSterling Corporate BondFactsheetMore Info >
Aims to achieve a level of income above that of UK government bonds, investing in companies that meet the fund's ethical criteria. Save 100% on initial charges.

The value of investments and any return from them can fall as well as rise and you may not get back the full amount invested. Please ensure that you read the Important Risk Information below.

An ethical investments can offer investors:  

  • A socially responsible investment (SRI) approach to your portfolio, aiming to avoid companies that have a negative impact on the environment or on society  
  • Significant growth opportunities in companies which are likely to benefit from improvements and developments in areas like renewable energy 

For most people investment funds offer the most accessible type of ethical investment. Some banks also have strong ethical practices for cash savings.

As ethical investment has become more popular, a greater range of investment options have become available, including equity funds designed to provide income or growth, and corporate bond funds. Funds may screen companies to identify firms with positive social or environmental practices or to identify companies engaged in negative practices that should be avoided. Funds may also invest thematically, such as investing in activities that reduce climate change.

The different approaches of ethical investment funds are often described as:  

  • Light Green – avoiding stocks that have a negative impact on the environment and its people.  For example, avoiding companies in the oil sector or those involved in arms, alcohol or animal testing.  
  • Dark Green – investing in companies actively making a positive contribution to the environment and society, such as companies in the renewable energy sector.  


 

 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.