Ethical ISAs

Ethical ISAs allow you to invest your ISA allowance for tax-incentivised savings with an ethical bank or ethical fund. This type of investment may be called socially responsible investment (SRI).

There are an increasing number of options available for ethical ISAs with stocks and shares ethical ISAs coming in different forms.

See the tables below for examples of leading ethical fund ISAs available through the Fair Investment ISA and Investment Account and the Ethical Portfolio which invests in a range of SRI funds.

Ethical Fund ISAs
Fund ManagerFundSectorFactsheetMore info
Ethical Equity FundUK All CompaniesFactsheetMore Info >
Invests in UK equities which have a strong ethical focus to deliver a maximised total return. Save 100% on Initial Charges.
Amity International FundGlobal GrowthFactsheetMore Info >
Aims to invest in socially responsible companies and seeks to achieve capital growth combined with a reasonable level of income. Save 100% on Initial Charges.
Ecology FundGlobal GrowthFactsheetMore Info >
A socially responsible fund that primarily acts as a growth fund, but also aims to provide a growing income return. Save 100% on Initial Charges.
Ethical Corporate Bond FundCorporate BondFactsheetMore Info >
Aims to deliver a maximum total return for investors through investment in ethical corporate bonds. Save 100% on Initial Charges.
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.
Ethical Corporate Bond FundSterling 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.


Fund Portfolios
Service ProviderPortfolioMore Info
Ethical PortfolioMore Info >
This portfolio offers a balanced risk approach, with a global investment profile incorporating fixed interest and equity investments.

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. 

Funds invested in as an ethical ISA may undertake negative screening to exclude investment in companies operating in certain areas or positive screening to select companies with socially responsible or sustainable practices.

 

 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.

Investments in Stocks & Shares ISAs do not contain the same degree of capital security as investments in deposits. Stocks and shares ISAs are designed as medium to long term investments of, for example, five years or more. 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.