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Ethical Funds
Ethical Funds
Many people want to invest in high performing funds but not compromise their standards with regards to the environment. Ethical investments are those made according to environmental, social and personal values. There are 3 main strategies:
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Negative screening - which excludes companies from portfolios that do not meet a particular fund’s criteria, for example pollution
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Positive screening - actively seeking out companies with positive, social and environmental characteristics, for example Sustainable Forestry
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Engagement - lobbying companies on social and environmental issues to help encourage improvements in Corporate Behaviour
If this sounds like you, here is a list of funds which might be of interest. For further information relating to each fund, please see the relevant fund fact sheet via the more info icon.
Remember 0% initial commission on all ISAs and funds
UK All Companies
| Fund Name | Standard Initial Charge (SIC) | Our Initial Charge * | Initial Commission | Your Saving on SIC | Saving on £10,000 invested** | Fund Managers AMC | More Info | Buy |
| Aberdeen Responsible UK Equity Fund Acc | 4.25 % | 0.25% | 0% | 4% | £400 | 1.5 % |
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| Aberdeen Responsible UK Equity Fund Inc | 4.25 % | 0.25% | 0% | 4% | £400 | 1.5 % |
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| AEGON Ethical Equity Fund | 5.5 % | 0% | 0% | 5.5% | £550 | 1.5 % |
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| AXA Ethical Distribution Acc | 5 % | 0.25% | 0% | 4.75% | £475 | 1.5 % |
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| CIS Sustainable Leaders Trust | 5 % | 2% | 0% | 3% | £300 | 1.5 % |
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| Credit Suisse Fellowship Fund | 5.25 % | 0% | 0% | 5.25% | £525 | 1.5 % |
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| F&C Stewardship Growth Fund Acc | 5 % | 0.5% | 0% | 4.5% | £450 | 1.5 % |
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| F&C Stewardship Growth Fund Inc | 5 % | 0.5% | 0% | 4.5% | £450 | 1.5 % |
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| Jupiter Environmental Income Fund Acc | 5.25 % | 0.25% | 0% | 5% | £500 | 1.5 % |
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| Jupiter Environmental Income Fund Inc | 5.25 % | 0.25% | 0% | 5% | £500 | 1.5 % |
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| Norwich UK Ethical Fund Cl A | 5 % | 2% | 0% | 3% | £300 | 1.5 % |
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| Old Mutual Ethical OEIC Acc | 4 % | 0.25% | 0% | 3.75% | £375 | 1.5 % |
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| Old Mutual Ethical OEIC Inc | 4 % | 0.25% | 0% | 3.75% | £375 | 1.5 % |
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| Standard Life Inv UK Ethical | 4 % | 0% | 0% | 4% | £400 | 1.5 % |
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| Norwich Sustainable Future UK Growth | 4 % | 1% | 0% | 3% | £300 | 1.5 % |
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Europe Excluding UK
| Fund Name | Standard Initial Charge (SIC) | Our Initial Charge * | Initial Commission | Your Saving on SIC | Saving on £10,000 invested** | Fund Managers AMC | More Info | Buy |
| Norwich Sustainable Future European Gth | 4 % | 1% | 0% | 3% | £300 | 1.5 % |
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Unclassified
| Fund Name | Standard Initial Charge (SIC) | Our Initial Charge * | Initial Commission | Your Saving on SIC | Saving on £10,000 invested** | Fund Managers AMC | More Info | Buy |
| Scottish Widows Environmental Invstr Acc | 5 % | 0% | 0% | 5% | £500 | 1.5 % |
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| Scottish Widows Ethical Fund | 5 % | 0% | 0% | 5% | £500 | 1.5 % |
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Balanced Managed
| Fund Name | Standard Initial Charge (SIC) | Our Initial Charge * | Initial Commission | Your Saving on SIC | Saving on £10,000 invested** | Fund Managers AMC | More Info | Buy |
| Henderson Global Care Managed Fund | 4.5 % | 0% | 0% | 4.5% | £450 | 1.5 % |
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| Norwich Sustainable Future Managed Fund | 4 % | 1% | 0% | 3% | £300 | 1.5 % |
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Specialist
| Fund Name | Standard Initial Charge (SIC) | Our Initial Charge * | Initial Commission | Your Saving on SIC | Saving on £10,000 invested** | Fund Managers AMC | More Info | Buy |
| Axa Framlington Health Fund Acc | 5.5 % | 0.25% | 0% | 5.25% | £525 | 1.5 % |
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| Axa Framlington Health Fund Inc | 5.5 % | 0.25% | 0% | 5.25% | £525 | 1.5 % |
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| Credit Suisse MM Ethical Fund Acc | 4 % | 0% | 0% | 4% | £400 | 1.5 % |
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| Credit Suisse MM Ethical Fund Inc | 4 % | 0% | 0% | 4% | £400 | 1.5 % |
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| Neptune Green Planet Fund | 5 % | 0.75% | 0% | 4.25% | £425 | 1.75 % |
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UK Equity Income
| Fund Name | Standard Initial Charge (SIC) | Our Initial Charge * | Initial Commission | Your Saving on SIC | Saving on £10,000 invested** | Fund Managers AMC | More Info | Buy |
| F&C Stewardship Income Fund Acc | 5 % | 0.5% | 0% | 4.5% | £450 | 1.5 % |
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| F&C Stewardship Income Fund Inc | 5 % | 0.5% | 0% | 4.5% | £450 | 1.5 % |
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| Henderson Global Care UK Income Fund | 4.5 % | 0% | 0% | 4.5% | £450 | 1.5 % |
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UK Corporate Bond
| Fund Name | Standard Initial Charge (SIC) | Our Initial Charge * | Initial Commission | Your Saving on SIC | Saving on £10,000 invested** | Fund Managers AMC | More Info | Buy |
| AEGON Ethical Corporate Bond Acc | 4.5 % | 0% | 0% | 4.5% | £450 | 1 % |
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| AEGON Ethical Corporate Bond Inc | 4.5 % | 0% | 0% | 4.5% | £450 | 1 % |
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| Rathbone Ethical Bond Acc | 4 % | 1% | 0% | 3% | £300 | 1.25 % |
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| Rathbone Ethical Bond Inc | 4 % | 1% | 0% | 3% | £300 | 1.25 % |
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| Royal London Ethical Bond Trust Inc | 3 % | 0% | 0% | 3% | £300 | .9 % |
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| Standard Life Ethical Corporate Bond Acc | 4 % | 0% | 0% | 4% | £400 | 1 % |
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| Standard Life Ethical Corporate Bond Inc | 4 % | 0% | 0% | 4% | £400 | 1 % |
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Global Growth
| Fund Name | Standard Initial Charge (SIC) | Our Initial Charge * | Initial Commission | Your Saving on SIC | Saving on £10,000 invested** | Fund Managers AMC | More Info | Buy |
| Aberdeen Ethical World Acc | 4.25 % | 0.25% | 0% | 4% | £400 | 1.5 % |
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| Aberdeen Ethical World Inc | 4.25 % | 0.25% | 0% | 4% | £400 | 1.5 % |
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| F&C Stewardship International Fund Acc | 5 % | 0.5% | 0% | 4.5% | £450 | 1.5 % |
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| F&C Stewardship International Fund Inc | 5 % | 0.5% | 0% | 4.5% | £450 | 1.5 % |
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| Henderson Global Care Growth Fund | 4.5 % | 0% | 0% | 4.5% | £450 | 1.5 % |
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| Henderson Industries of the Future Fund | 5 % | 0% | 0% | 5% | £500 | 1.5 % |
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| Insight Investment Evergreen | 4 % | 0% | 0% | 4% | £400 | 1.5 % |
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| Jupiter Ecology Fund | 5 % | 0.25% | 0% | 4.75% | £475 | 1.5 % |
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| Skandia IM Ethical Fund | 5 % | 1.5% | 0% | 3.5% | £350 | 1.25 % |
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| Norwich Sustainable Future Global Growth | 4 % | 1% | 0% | 3% | £300 | 1.5 % |
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Europe Including UK
| Fund Name | Standard Initial Charge (SIC) | Our Initial Charge * | Initial Commission | Your Saving on SIC | Saving on £10,000 invested** | Fund Managers AMC | More Info | Buy |
| SVM All Europe SRI Fund (A) | 5.25 % | 0.25% | 0% | 5% | £500 | 1.5 % |
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| SWIP Pan European SRI Equity Fund | 3 % | 0% | 0% | 3% | £300 | 1.5 % |
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Cautious Managed
| Fund Name | Standard Initial Charge (SIC) | Our Initial Charge * | Initial Commission | Your Saving on SIC | Saving on £10,000 invested** | Fund Managers AMC | More Info | Buy |
| AEGON Ethical Cautious Managed Acc | 5.5 % | 1.5% | 0% | 4% | £400 | 1.25 % |
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| AEGON Ethical Cautious Managed Inc | 5.5 % | 1.5% | 0% | 4% | £400 | 1.25 % |
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| CF 7IM Ethical D Acc | 4 % | 1% | 0% | 3% | £300 | 1.65 % |
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| CF 7IM Ethical D Inc | 4 % | 1% | 0% | 3% | £300 | 1.65 % |
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Active Managed
| Fund Name | Standard Initial Charge (SIC) | Our Initial Charge * | Initial Commission | Your Saving on SIC | Saving on £10,000 invested** | Fund Managers AMC | More Info | Buy |
| Norwich Sustainable Future Absolute Gth | 4 % | 1% | 0% | 3% | £300 | 1.5 % |
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* The Initial Charge after 100% of initial commission has been rebated and including any fund manager discounts, if applicable.
** Saving on £10000 ISA investment through SFS Invest Direct. Figures accurate as at 01 November 2008.
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