Ethical Fund ISAs

 

Ethical fund ISAs are those which invest in companies that are deemed to be socially responsible, in terms of human rights and environmental impact. By using your ISA allowance to invest in ethical funds, you can benefit from any growth of companies that have a socially responsible ethos.

 

This can mean companies which take affirmative action towards being ethical, such as those involved in developing green energy, or ethically neutral companies which endeavour not to violate human rights or leave behind a carbon footprint. Ethical fund ISAs allow you to shelter any potential returns from tax, diversify your investment portfolio, and know that you are helping to make the world a better place. Compare some of the ethical funds available for ISA investment in the table below:

 

 

Ethical Fund ISAs
Fund ManagerFundSectorFactsheetMore info
Ethical Equity FundUK All CompaniesFactsheetMore Info >
Amity International FundGlobal GrowthFactsheetMore Info >
Aims to invest in socially responsible companies and seeks to achieve capital growth combined with a reasonable level of income. Save 100% on Initial Charges.
Ecology FundGlobal GrowthFactsheetMore Info >
A socially responsible fund that primarily acts as a growth fund, but also aims to provide a growing income return. Save 100% on Initial Charges.
Ethical Corporate Bond FundCorporate BondFactsheetMore Info >
Stewardship IncomeUK Equity IncomeFactsheetMore Info >
Aims to achieve an above average income with some capital growth potential through investments in approved UK companies. Pay no initial charge.
Ethical Corporate Bond FundSterling Corporate BondFactsheetMore Info >
Aims to achieve a level of income above that of UK government bonds, investing in companies that meet the fund's ethical criteria. Save 100% on initial charges.

The value of investments and any return from them can fall as well as rise and you may not get back the full amount invested. Please ensure that you read the Important Risk Information below.

Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.

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