Ethical Investments

Our ethical investment website offers functionality to enable you to select a portfolio which matches both your ethical convictions and attitude to investment risk.

You can buy an ethical investment from our website and no initial adviser charge is payable. We receive an on-going service charge paid for by deductions of units from your investment of 0.5% per annum of the value of your portfolio. We will not charge you for a future encashment, fund switches, valuations, top ups or any other servicing of your investment.

Our Ethical Questionnaire helps you decide which funds to invest in and asks you questions about your ethical beliefs and investment risk tolerance and produces a scatter gram at the end of the survey, from where you can invest in an ethical fund should you chose to proceed:

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Other research tools we have developed include our filtering module which helps you to screen ethical funds based on inclusion or exclusion criteria.

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