Investing in Ethical Funds

Compare ethical investment funds...

Investing in ethical funds has become increasingly popular with investors looking for investment returns from socially responsible investment (SRI).

Funds can offer significant growth opportunties through investment in companies operating in areas like renewable energy, environmentally friendly transport and engaged in sustainable practices.

See the table below for somre of the options for investing in ethical funds through Fair Investment:

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.

Through the Fair Investment ISA and Investment Account you can invest in an Ethical Portfolio which allows you to invest in a range of ethical funds. See the table below for more information:

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. 

The different approaches taken by ethical funds or socially responsible investment (SRI) funds are often referred to as light green and dark green.
  • Light green ethical fund will generally avoid companies that gain a large proportion of their revenue from the operation of certain industries, for example, animal testing, pornography, tobacco and arms.
  • Dark green ethical funds take a stricter approach to the types of companies they invests in. Generally, this type of fund will actively seek out those companies making a positive contribution to the environment and society, such as renewable energy and clean transport.

Due to the different approach of these funds light green funds will often invest in larger, longer-established companies, while dark green funds may invest in smaller and medium sized companies with the potential for long-term growth but more potential volatility.

Investing in ethical funds is the most accessible form of  ethical investment, while some banks may have strong ethical practicses for cash savings and other financial services.

Click on the link below to visit the Investment Funds section and view a wider range of funds:

Investment Funds

 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.