
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:
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, you pay 0% initial commission on all ISAs and funds puchased online via the Skipton Invest Direct Fund Supermarket.
INC = The profits from this ISA are provided as a regular income
ACC = The profits from this ISA are re-invested to help your investment grow
In providing this data, Skipton Financial Services (SFS) Limited has used the services of Library Information Services Limited and Fidelity FundsNetwork. Consequently, SFS cannot be held responsible for any inaccuracies contained in any information provided by any third party. All returns and illustrations are based on current tax legislation which is subject to unforeseen change. Past performance is not a guide to future returns
* The Initial Charge after 100% of initial commission has been rebated and including any fund manager discounts, if applicable.
** Saving on £7200 ISA investment through SFS Invest Direct. Figures accurate as at 01 March 2010.
1 'Morningstar rates investments from one to five stars based on how well they've performed in comparison to similar investments, after adjusting for risk and accounting for all relevant sales charges.' Source Morningstar
2 'Standard and Poor's Fund Services offers qualitative assessment of over 1,300 funds and the highest quality research on investment management capabilities. A team of 45 experienced analysts investigates and monitors long-only equity funds, fixed income funds, funds-of-hedge-funds and absolute return funds. The Fund Services methodology identifies the process, research skills, team strength and group solidity that lies behind the long-term outperformance of leading funds in each market and sector. Those that come through the process successfully carry a rating of quality recognised throughout the investment world.' - Source Standard & Poors