Ethical Fund ISAs
Ethical Fund ISAs allow you to invest your ISA allowance for tax-incentivised savings and investments in a fund investing within ethical criteria. This type of investment may be called socially responsible investment (SRI). There is an increasing number of options available for ethical fund ISAs using different types of approach.
Funds invested in ethical fund ISAs may undertake negative screening to exclude investment in companies operating in certain areas, or positive screening to select companies that have socially responsible or sustainable practices. See the table below for a selection of the ethical fund ISAs available through the Fair Investment Fund Supermarket:
|Fund Manager||Fund||Fund Manager Initial Charge¹||AMC³||Select Fund°||Fact Sheet||How to Invest|
|Kames Ethical Equity||0%||0.75%||Factsheet||Apply Now >|
|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.|
³AMC is the Annual Management Charge applied by the Fund Manager.
°Select Fund - See how our funds are selected
Through the Fair Investment Fund Supermarket you can invest in a range of ethical funds which contains a wide range of ethical and socially responsible investment companies. Click on the link in the table below for more information.
|Fund Manager||Fund||Sector||Factsheet||More info|
|BlackRock Gold & General||Specialist||Factsheet||More Info >|
|This is a specialist unit trust which aims to achieve long term capital growth by investing in gold mining and precious metal-related shares. It tends to be volatile and is particularly suitable for diversification in a larger portfolio. See latest fund factsheet for details.|
|First State Global Resources Fund||Specialist||Factsheet||More Info >|
|Aims to achieve capital growth by investing in the natural resources and energy sectors globally. Save 100% on initial fund charges.|
|JP Morgan Natural Resources||Specialist||Factsheet||More Info >|
|The Fund aims to invest primarily in the shares of companies throughout the world engaged in the production and marketing of commodities. The fund aims to provide capital growth over the long term.See latest fund factsheet for details.|
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.
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.