Invest in line with your principles
FTSE Future World Climate Change Equity Factors Index Fund ISA
from Legal & General
- Fund Choice: The fund aims to provide a combination of growth and income by tracking the performance of the FTSE All-World ex CW Climate Balanced Factor Index.
- Invest From: £20 per month or £100 single
- Investment Options: This fund may be suitable for investors looking for a combination of growth and income by tracking the shares in companies that score high in value, quality, low volatility and size factors whilst incorporating climate change considerations as represented by the index.
Why we like it: The Future World Climate Change Equity Factors Index Fund invests in companies that seek to make positive change. The fund aims to provide a combination of growth and income by tracking the performance of the FTSE All-World ex CW Climate Balanced Factor Index. The fund is passively managed, to replicate the performance of the Index. As part of the Future World* range, the fund incorporates the L&G Climate Impact Pledge, a targeted engagement process, and may exclude companies if engagement proves unsuccessful.
This fund is available via: Legal and General investment platform »
Important: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.
- Protection Scheme: FSCS
- Fund Choice: 140+ Ethical Investments
- Invest From: £25 a month or any lump sum
- Investment Options: A selection of 140+ funds, investment trusts and ETFs that they believe offer high-quality ethical investment choices, across a broad variety of markets.
Why we like it: The UK's first rated list of ethical investments to help you align investments with your personal values. Building your investment portfolio can be tough – and it is even more difficult when you want to choose ethical investments. That can mean a lot of research. The ii ACE 40 makes the job easier for you. Interactive Investor select 40 funds, investment trusts and ETFs from over 140 that they believe offer high-quality choices, across a broad variety of markets.
Important: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.
- Fund Choice: companies that are likely to benefit from measures taken to improve the environment, human welfare and quality of life.
- Invest From: £25 a month or any lump sum
- Investment Options: The core of the investment portfolio consists of shares in companies involved wholly or in part in the manufacture of products, industrial processes or the provision of services associated with improving the environment and the enhancement of human health and safety.
Why we like it: A consistent performer this popular £1.7bn fund run by triple A Citywire rated fund manager Mike Fox works on a “best ideas” basis with 40 to 50 company holdings . The fund applies both negative and positive screening. Sectors considered more favourably include healthcare and technology, whereas areas such as commodities are generally avoided. There is also a focus on long-term themes and trends such as infrastructure and changing demographics. The fund has reasonable ongoing charges of 0.76% pa for an actively managed fund.
This fund is available via: Interactive Investor investment platform »
Important: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.
Future World ESG Developed Index Fund
from Legal & General
- Fund Choice: Aims to provide exposure to global developed-market equities while integrating environmental, social and corporate governance factors
- Invest From: £20 per month or £100 single
Why we like it: This Fund is designed for investors looking for growth and income from an investment in shares in companies that demonstrate good environmental, social and governance efforts in developed countries, as represented by the Benchmark Index. The Future World philosophy encapsulates how L&G identify longterm themes and opportunities, while managing the risks of a changing world. L&G use their scale and influence within the market to propel positive change on environmental, social and governance (ESG) issues, at the same time as seeking to achieve financial success. The fund is for clients who want to express a conviction on ESG themes, across a broad array of asset classes and strategies.
This fund is available via: Legal and General investment platform »
Important: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.
Future World Sustainable Opportunities Fund
from Legal & General
- Fund Choice: Invests in a wide range of company shares, bonds, property and real assets (including property, land and infrastructure) which meet our long term sustainable investment criteria, based on environmental, social and governance factors.
- Invest From: £20 per month or £100 single
Why we like it: Actively managed, with wide discretion to invest across different types of investment which the manager believes offer sustainable long term investment opportunities. As part of the Future World* range, the fund incorporates the L&G Climate Impact Pledge, a targeted engagement process, and may exclude companies if engagement proves unsuccessful.
The investment objective of the Fund is to seek to provide positive returns of both capital growth and income. The Fund selects investments which the Manager believes offer sustainable investment opportunities for the future based on environmental, social and governance related criteria.The Fund will seek to provide returns of 5% above the Bank of England Base Rate per annum over rolling five year periods. There is no guarantee that the objective will be met over any period and capital invested in the fund is at risk. This objective is before the deduction of any charges.
This fund is available via: Legal and General investment platform »
Important: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.
- Fund Choice: The ETF seeks to track the performance of an index composed of 30 of the largest global companies involved in the clean energy sector.
- Invest From: £25 a month or any lump sum
- Investment Options: The Share Class is a share class of a Fund which aims to achieve a return on your investment, through a combination of capital growth and income on the Fund’s assets, which reflects the return of the S&P Global Clean Energy Index, the Fund’s benchmark index (Index).
Good to know: A member of the Interactive Investor ACE 40 ,this fund is passively managed by BlackRock and reflects the return of the S&P Global Clean Energy Index (the benchmark). The Index is designed to provide exposure to the leading publicily listed companies in the global clean energy business from both developed and emerging markets. The fund has reasonable ongoing charge of 0.65% pa.
Important: Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.
- Fund Choice: Tracks FTSE 350 Index Of Companies That Meet Ethical Guidelines
- Invest From: £20 pm
- Investment Options: The objective of this fund is to provide growth by investing in a portfolio of companies whose business meets a range of ethical and environmental guidelines.
These shares will be from companies in the FTSE 350 Index whose business meets the ethical and environmental guidelines of the fund. The amount of shares held from each company will be in proportion to the company's size. However, no one company can make up more than one tenth of the fund's value. The fund may use derivatives to reduce risk or cost, or to generate additional capital or income with no, or an acceptably low, level of risk.
This fund is available via: Legal and General investment platform »
Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser.