Ethical ISAs
Ethical investments are those made according to environmental, social and personal values. Buy your ethical ISA online and pay 0% initial commission today.
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, you pay 0% initial commission on all ISAs and funds purchased online.
| ISA Name | Standard Initial Charge (SIC) | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on £10,680 ISA** | Fund Managers AMC | More Info | Buy |
| First State Glb Em Mkt Sustainability Fd | 4% | 3% | 0% | 1% | £107 | 1.55 % |
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| ISA Name | Standard Initial Charge (SIC) | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on £10,680 ISA** | Fund Managers AMC | More Info | Buy |
| F&C Stewardship Growth Fund Inc | 5% | 0.5% | 0% | 4.5% | £481 | 1.5 % |
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| F&C Stewardship Growth Fund Acc | 5% | 0.5% | 0% | 4.5% | £481 | 1.5 % |
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| Aberdeen Responsible UK Equity Fund Acc | 4.25% | 0.25% | 0% | 4% | £427 | 1.5 % |
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| Aviva Investors UK Ethical Fund Cl A | 5% | 2% | 0% | 3% | £320 | 1.5 % |
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| Premier Ethical Fund Acc | 4.25% | 0% | 0% | 4.25% | £454 | 1.5 % |
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| Marlborough Ethical Fund Acc | 5.25% | 0% | 0% | 5.25% | £561 | 1.5 % |
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| Marlborough Ethical Fund Inc | 5.25% | 0% | 0% | 5.25% | £561 | 1.5 % |
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| Aberdeen Responsible UK Equity Fund Inc | 4.25% | 0.25% | 0% | 4% | £427 | 1.5 % |
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| ISA Name | Standard Initial Charge (SIC) | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on £10,680 ISA** | Fund Managers AMC | More Info | Buy |
| Aviva Investors SF European Growth Acc | 4% | 1% | 0% | 3% | £320 | 1.5 % |
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| ISA Name | Standard Initial Charge (SIC) | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on £10,680 ISA** | Fund Managers AMC | More Info | Buy |
| Scot Wid Ethical Fund Acc | 4% | 0% | 0% | 4% | £427 | 1.5 % |
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| ISA Name | Standard Initial Charge (SIC) | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on £10,680 ISA** | Fund Managers AMC | More Info | Buy |
| CIS Sustainable World Trust Inc | 5% | 2% | 0% | 3% | £320 | 1.5 % |
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| Henderson Global Care Managed Fund | 4.5% | 0% | 0% | 4.5% | £481 | 1.5 % |
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| ISA Name | Standard Initial Charge (SIC) | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on £10,680 ISA** | Fund Managers AMC | More Info | Buy |
| Premier Global Power & Water Fund Inc | 4.25% | 0% | 0% | 4.25% | £454 | 1.5 % |
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| Aberdeen MM Ethical Fund Acc | 5% | 0% | 0% | 5% | £534 | 1.5 % |
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| Aberdeen MM Ethical Fund Inc | 5% | 0% | 0% | 5% | £534 | 1.5 % |
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| ISA Name | Standard Initial Charge (SIC) | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on £10,680 ISA** | Fund Managers AMC | More Info | Buy |
| F&C Stewardship Income Fund Acc | 5% | 0.5% | 0% | 4.5% | £481 | 1.5 % |
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| F&C Stewardship Income Fund Inc | 5% | 0.5% | 0% | 4.5% | £481 | 1.5 % |
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| Jupiter Responsible Income Fund Inc | 5.25% | 0.25% | 0% | 5% | £534 | 1.5 % |
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| ISA Name | Standard Initial Charge (SIC) | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on £10,680 ISA** | Fund Managers AMC | More Info | Buy |
| Ecclesiastical Amity International Fund | 5% | 2% | 0% | 3% | £320 | 1.5 % |
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| ISA Name | Standard Initial Charge (SIC) | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on £10,680 ISA** | Fund Managers AMC | More Info | Buy |
| Virgin Climate Change Fund | 3% | 0% | 0% | 3% | £320 | 1.75 % |
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| SVM All Europe SRI Fund (A) | 5.25% | 0% | 0% | 5.25% | £561 | 1.5 % |
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| ISA Name | Standard Initial Charge (SIC) | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on £10,680 ISA** | Fund Managers AMC | More Info | Buy |
| CIS Sustainable Diversified Trust Inc | 5% | 2% | 0% | 3% | £320 | 1.5 % |
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| CF 7IM Sustainable Balance Fund Inc | 4% | 0% | 0% | 4% | £427 | 1.85 % |
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| CF 7IM Sustainable Balance Fund Acc | 4% | 0% | 0% | 4% | £427 | 1.85 % |
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| Kames Ethical Cautious Managed Acc | 5.5% | 1.5% | 0% | 4% | £427 | 1.25 % |
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| Kames Ethical Cautious Managed Inc | 5.5% | 1.5% | 0% | 4% | £427 | 1.25 % |
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| ISA Name | Standard Initial Charge (SIC) | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on £10,680 ISA** | Fund Managers AMC | More Info | Buy |
| Aviva Investors SF Absolute Growth Acc | 4% | 1% | 0% | 3% | £320 | 1.5 % |
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| ISA Name | Standard Initial Charge (SIC) | Fund Manager's Initial Charge* | SFS Initial Charge | Your Saving on SIC | Saving on £10,680 ISA** | Fund Managers AMC | More Info | Buy |
| First State Asia Pac Sustainability Acc | 4% | 3% | 0% | 1% | £107 | 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 SFS Initial Charge has been rebated and including any fund manager discounts, if applicable.
** Saving on £10,680 ISA investment through SFS Invest Direct. Figures accurate as at 01 February 2012.
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
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