- Protection Scheme: FSCS
- Fund Choice: Nutmeg allow you to align your investments with your values. With continuous oversight from the Nutmeg in-house investment team, their SRI portfolios place an emphasis on environmental, social and governance factors.
- Invest From: Min. £500 single
Why we like it: If investing responsibly is important to you then Nutmeg have put together a portfolio tilted towards companies and bond issuers that have high environmental, social and governance (ESG) standards. Nutmeg invest in exchange traded funds (or ETFs) that avoid companies engaged in controversial activities while focusing on those that lead their peers on ESG. No tie-ins, no set-up fees, no exit charges. Easy, online set up in minutes. Start with as little as £500. Portfolio management fees of 0.45%-0.75% up to £100k. 0.25%-0.35% beyond £100k. There are also underlying investment charges, see Nutmeg's fee page. Plus, live chat, amazing customer support and brilliant investor tools and guides. Authorised and regulated by the FCA. Capital at risk. ISA rules apply.
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: 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.
- 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.