Invest From
£25 per month or £100 single
Income Yield
4.90%*
Income Paid Bi-annually
ISA, SIPP & Direct Investment Options
Why we like it: A low cost ethical fund (0.25% pa ongoing charge) with the objective of the Fund is to provide growth by tracking the performance of the FTSE 350 Index (the “Index”), excluding shares of companies whose business does not meet a range of ethical and environmental guidelines (“ethical screening methodology”) determined by an external agency chosen by the Manager. The fund is available through the Hargreaves Lansdown Platform.
*Historic yield correct as at 22/5/2020
Important information: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.
Invest From
£25 per month
Income Yield
2.87%*
Income Paid Quarterly
ISA, SIPP & Direct Investment Options
Why we like it: Relatively low cost bond fund with an ongoing charge of 0.55% pa. The fund’s investment objective is to achieve a total return over the medium term (3-5 years) by investing at least 80% in sterling-denominated corporate bonds, which meet predetermined ethical criteria. The fund’s performance target is to outperform the Markit iBoxx Sterling Non-Gilt Overall All Maturity Index (the “Index”) over a rolling 5-year period. For further information on the fund’s index, please refer to the Prospectus. The fund is available through the Hargreaves Lansdown Platform
*Historic yield correct as at 22/5/2020
Important information: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.
Invest From
£25 per month or £100 single
Income Yield
2.27%*
Income Paid Annually
ISA, SIPP & Direct Investment Options
Why we like it: Investing ethically often involves avoiding certain companies or sectors. These constraints mean striking a balance between investing ethically and delivering strong performance is no easy task. The Kames team look at the effects a company’s activities can have on the environment and society and use a strict screening process to find suitable companies. Audrey Ryan then selects the ones with the best long-term prospects, taking into account her views on the UK economy. The fund manager Audrey Ryan is one of few fund managers who have handled the constraints of an ethical fund well over the long run. The fund is available through the Hargreaves Lansdown Platform.
*Correct as at 22/5/2020
Important information: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.
Invest From
Any lump sum or £25 per month
Fund Choice
Choice of 40 Ethical Investments
Why we like it:The UK’s first rated list of ethical investments to help you align investments with your personal values. Building your investment portfolio can be tough – and it is even more difficult when you want to choose ethical investments. That can mean a lot of research. The ii ACE 40 makes the job easier for you. Interactive Investor select 40 funds, investment trusts and ETFs from over 140 ethical choices that they believe offer high-quality choices, across a broad variety of markets.
Important information: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.
Invest From
£50 per month
Fund Choice
Invest via Fidelity Funds Supermarket
& get a discount when you buy this fund
Why we like it: The UK ethical fund aims to provide long term growth by investing in a diversified portfolio of UK equity assets that meet Standard Life’s strict ethical criteria. Current areas of exclusion include alcohol, tobacco and companies deemed to cause environmental damage – the latter typically rules out most oil and mining stocks. Fund manager Lesley Duncan has an extensive track record in both UK equity and ethical investing, having taking over the reins of this fund in 2004.
Important information: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.
Specialist Market
Invest in global companies working to make a profit as well as solving social and environmental problems
Details
Invest in a better future for yourself and the world. You don’t have to compromise your social and environmental values in order to make money, Tickr only offer investments in companies that are trying to have a positive impact on people and the planet. Your money may be protected up to £85,000 by the Financial Services Compensation Scheme
SPECIAL OFFER: £5 added to your account when you sign up
Capital is at risk
Plan Name
Investec FTSE4Good 6 Year Deposit Plan
Maximum Potential Return
15.3%
at end of term
Deposit Taker: Investec Bank plc
Important Information: This is a structured deposit plan and is capital protected. There is a risk that the company backing the plan or any company associated with the plan may be unable to repay your initial investment and any returns stated. In this event you may be entitled to compensation from the Financial Services Compensation Scheme (FSCS), depending on your individual circumstances. In addition, you may not get back the full amount of your initial investment if the plan is not held for the full term.
More information on this product
- 15.3% fixed return if the underlying Index is higher than its Initial Level
- Underlying Index tracks the largest 50 companies on the London stock exchange which have a high Environmental, Social and Governance rating
- Capital protected
- 6 year term
- Medium/long term alternative to fixed rates
- Available for cash ISA, ISA transfer and direct investment
- Covered by the FSCS (Financial Services Compensation Scheme)
- Deadline for ISA transfer applications – 29 January 2021
- Deadline for Direct & ISA applications – 12 February 2021
- Returns not guaranteed. You may only receive a return of your original capital
- Minimum investment £3,000
- An arrangement fee applies to this plan
- If you withdraw your money during the plan you may get back less than you originally invested
