Investing in a socially responsible way.
Since the first UK ethical fund was launched in 1984, an increasing number of people have been expressing concern over the activities of the companies in which their money is invested.
Apply your ethics to your Investments
Ethical or socially responsible investment allows individuals, companies and charities to invest in a socially responsible way, without compromising their beliefs and principles. Most investment wrappers (ISAs, pensions etc) will allow you to choose a fund that suits your beliefs, so that you can make a positive statement with your money.
The careful selection processes involved in ethical investment can help to identify companies that have the potential to do well, both socially and financially. An ethical fund manager will judge stocks on both their positive and negative attributes, examples of which are shown below:
A good safety record
Trading in arms
Openness about activities
Tobacco or alcohol promotion
Energy conservation & recycling
Animal testing and exploitation
Production of recycling equipment
Third World debt/exploitation
Equal Opportunities Policy
Please contact us if you are interested in integrating ethical investing into your financial planning. We will be happy to accommodate such investments within your Financial Plan
The value of units can fall as well as rise, and you may not get back all of your original investment