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 % | 1.5% | 0% | 4% | £400 | 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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| Premier Fellowship Fund Inc | 4.25 % | 0% | 0% | 4.25% | £425 | 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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| Ecclesiastical Amity UK Fund | 5 % | 2% | 0% | 3% | £300 | 1.5 % |
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| Jupiter Environmental Income Fund Inc | 5.25 % | 0.25% | 0% | 5% | £500 | 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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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 |
| Ecclesiastical Amity European Fund | 5 % | 2% | 0% | 3% | £300 | 1.5 % |
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| Aviva Investors SF European Growth Acc | 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 % | |
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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| Aviva Investors SF Managed Inc | 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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| Aberdeen MM Ethical Fund Acc | 4 % | 0% | 0% | 4% | £400 | 1.5 % |
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| Aberdeen 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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| 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 Inc | 4.5 % | 0.5% | 0% | 4% | £400 | 1 % |
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| Rathbone Ethical Bond Inc | 4 % | 1% | 0% | 3% | £300 | 1.25 % |
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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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UK Other 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 |
| Ecclesiastical Amity Sterling Bond Fund | 3.75 % | 0.75% | 0% | 3% | £300 | 1.25 % |
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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 |
| Schroder Global Climate Change Fund Acc | 5.25 % | 0% | 0% | 5.25% | £525 | 1.5 % |
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| 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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| Ecclesiastical Amity International Fund | 5 % | 2% | 0% | 3% | £300 | 1.5 % |
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| Allianz RCM Global EcoTrends Fund | 4 % | 1% | 0% | 3% | £300 | 1.75 % |
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| Jupiter Ecology Fund | 5 % | 0.25% | 0% | 4.75% | £475 | 1.5 % |
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| Schroder Global Climate Change Fund Inc | 5.25 % | 0% | 0% | 5.25% | £525 | 1.5 % |
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| Skandia IM Ethical Fund | 5 % | 1.5% | 0% | 3.5% | £350 | 1.25 % |
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| Aviva Investors SF Global Growth Acc | 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% | 0% | 5.25% | £525 | 1.5 % |
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| SWIP Pan European SRI Equity Fund | 3 % | 0% | 0% | 3% | £300 | 1.5 % |
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| Virgin Climate Change Fund | 3 % | 0% | 0% | 3% | £300 | 1.75 % | |
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 |
| Aviva Investors SF Absolute Growth Acc | 4 % | 1% | 0% | 3% | £300 | 1.5 % |
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Asia Pacific Excluding Japan
| 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 |
| First State Asia Pac Sustainability Acc | 4 % | 0% | 0% | 4% | £400 | 1.55 % |
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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 £10000 ISA investment through SFS Invest Direct. Figures accurate as at 01 March 2010.
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