Invest From
£25 per month
Income Yield
2.87%*
Income Paid Quarterly
ISA, SIPP & Direct Investment Options
Why we like it: Relatively low cost bond fund with an ongoing charge of 0.55% pa. The fund’s investment objective is to achieve a total return over the medium term (3-5 years) by investing at least 80% in sterling-denominated corporate bonds, which meet predetermined ethical criteria. The fund’s performance target is to outperform the Markit iBoxx Sterling Non-Gilt Overall All Maturity Index (the “Index”) over a rolling 5-year period. For further information on the fund’s index, please refer to the Prospectus. The fund is available through the Hargreaves Lansdown Platform
*Historic yield correct as at 22/5/2020
Important information: 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.
Invest From
£25 per month or £100 single
Income Yield
1.39%*
Income Paid Annually
ISA, SIPP & Direct Investment Options
Why we like it: Investing ethically often involves avoiding certain companies or sectors. These constraints mean striking a balance between investing ethically and delivering strong performance is no easy task. The Aegon team look at the effects a company’s activities can have on the environment and society and use a strict screening process to find suitable companies. Audrey Ryan then selects the ones with the best long-term prospects, taking into account her views on the UK economy. The fund manager Audrey Ryan is one of few fund managers who have handled the constraints of an ethical fund well over the long run. capital at risk. The fund is available through the Hargreaves Lansdown Platform.
*Historic yield correct as at 30/11/2020
Important information: 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. Tax treatment depends on individual circumstances and all tax rules may change in the future.
Invest From
Any lump sum or £25 per month
Fund Choice
Choice of 40 Ethical Investments
Pay no account fee for 6 months when you open an ii ISA. No minimum deposit required. Offer ends 31st December.
Capital at risk. Terms & trading fees apply. New customers only
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 ethical choices that they believe offer high-quality choices, across a broad variety of markets. Capital at risk.
Important information: 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. Tax treatment depends on individual circumstances and all tax rules may change in the future.
Invest From
£50 per month
Fund Choice
Invest via Fidelity Funds Supermarket
& get a discount when you buy this fund
Why we like it: The UK ethical fund aims to provide long term growth by investing in a diversified portfolio of UK equity assets that meet Standard Life’s strict ethical criteria. Current areas of exclusion include alcohol, tobacco and companies deemed to cause environmental damage – the latter typically rules out most oil and mining stocks. Fund manager Lesley Duncan has an extensive track record in both UK equity and ethical investing, having taking over the reins of this fund in 2004.
Important information: 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.
Specialist Market
Invest in companies working towards a prosperous and more liveable future
Details
No bad assets. Just investing in the things that help us thrive: Energy, Water, Food, Health, Education and Cybersecurity. With ready-made portfolios, it’s easier than ever to get started. So you can build wealth for the future by investing for the long term, on your terms
Capital at risk
CIRCA5000 has a prize draw for a maxed out £20,000 ISA. Open an account & deposit £500 before midnight March 11th to be in with a chance to win. Terms and conditions apply
