Ethical Investments
Ethical Investment has been defined as putting your money where your morals are, or investing according to your beliefs.
Choosing ethical funds can be confusing as there are so many shades of "green" funds available through unit trusts, open ended investment companies and investment trusts. To assist in this, we have specially designed portfolios as well as an ethical fact find to help you agree on an acceptable fun allocation. The funds within these portfolios are heavily influenced by environmental, social and ethical principles.
Ethical investment funds tend to take one of two approaches:
- Funds that avoid stocks that have a negative impact on the environment and its people – they tend to screen out companies involved in contentious sectors such as tobacco, oil and alcohol, and opt instead for established mainstream companies with a proven ethical and environmental track record.
- Funds that target companies that are actively making a positive contribution to the environment and its people – such as designing green transport or developing processes that minimise pollution.
If you would like more information, or would like to make an enquiry, click here.
The KIID's for each of the funds that we use can be viewed by clicking on them, they are in .pdf format.
Alliance Trust Sust Future Corporate Bond -U (Inc)
Ecclesiastical Amity International -U (Inc)
Ecclesiastical Amity Sterling Bond -U (Inc)
Ecclesiastical Amity UK -U (Inc)
Henderson Global Care Growth -U (Acc)
Henderson UK Property OEIC -U (Acc)
Jupiter Responsible Income -U (Inc)
Rathbone Ethical Bond -U (Inc)
Standard Life UK Ethical Trust -U (Acc)