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Ethical Funds, Managers, Banks and Building Societies |
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Choosing what
ethical criteria you would like to support can be a problem. We produced some notes to try to find our way through the complexities of socially responsible and ethical investment. What exactly are the 'rights' and 'wrongs'? If you would like to see those notes, click here  . |
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The Aberdeen
Ethical World (Global) OEIC Fund is managed to achieve long-term capital
growth through international quality investments chosen on the basis of
ethical ('socially responsible') criteria  . |
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Morley Fund
Management is Aviva plc's fund management operation; they
have a socially responsible investment (SRI) engagement strategy across
all Morley funds. Morley operates six SRI funds . |
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The Axa Ethical
Fund aims to achieve capital growth over the medium to long term, investing
in companies whose products, services or method of operation are considered
not to be detrimental to the global community . |
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Banner Real
Life Unit Trust aims to provide long term capital growth and a reasonable
level of income from a diversified portfolio of securities. This fund is
available as an ISA . |
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CAF launched its new ethical investment product for charitable organisations, the CAF Socially Responsible Portfolio (SRP) in Nov 06. Developed in collaboration with F&C Asset Management plc , the SRP seeks to deliver returns consistent with strict ethical principles . |
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We have been informed by Capita Financial that their TGIM Ethical Fund (UK) was wound up on 23 February 2003. Capita Financial administers the Banner Real Life Fund. | |||
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CIS's ethical Child Trust fund allows parents/guardians
to invest in socially responsible companies. Co-operative Insurance have teamed up with The Children's Mutual to offer the UK's first ethical CTF stakeholder account
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CIS
Sustainable Leaders |
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CIS Sustainable Leaders
Trust (formerly Environ) (Global) invests in good quality, responsible,
mainly UK, companies, positively involved in improving the environment,
quality of life and enhancing human health and safety . |
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Clerical Medical
Ethical (UK/European) Fund aims to achieve long-term capital growth
by investing primarily in shares of UK and/or European companies which meet
a range of ethical criteria . |
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| Clerical
Medical Evergreen |
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Clerical Medical
Evergreen (Global) fund aims to achieve long term growth by investing
in shares of companies throughout the world whose products, processes or
services contribute to a cleaner and healthier environment . |
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The Credit
Suisse Fellowship (UK) Fund's aim is to achieve long term capital growth
by investing in companies, which meet defined ethical criteria, predominately
in the UK (international when appropriate) . |
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Ecclesiastical offer four socially responsible/ethically screened investment funds with an investment policy of 'profit with principles.' They seek to invest in companies which make a positive contribution to society and the environment. | |||
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Equitable Ethical
Trust (Global) invests internationally in companies. The Trust can be linked
to unit trusts, pension or life policy . |
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The Ethical
Property Company, a unique initiative in ethical investment, buys properties
and develops them as centres bringing charities, co-operatives, community
groups together to share skills / ideas. Anyone can buy shares . |
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Family Charities
Ethical (UK) Trust aims for long term capital growth, investing in companies
following ethical and environmental guidelines. The Ethical Bond,
an equity based unit linked savings plan and the Ethical ISA invest
in the FCET .
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The Framlington Health (Global) Fund aims to achieve capital growth through investment in healthcare and medical services and product companies worldwide. The policy of the trust is to invest subject to ethical guidelines. | |||
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Friends Provident
offers four Stewardship unit trusts which meet a range of ethical
investment objectives, and are available under an ethical ISA. The funds
are: Stewardship Life (UK), Stewardship International Life (Global), Stewardship
Managed Life (Balanced) and Stewardship Income Life (UK) .
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The Henderson
Ethical (Global) Fund aims to provide capital growth and income by investing
in sound companies meeting their strict ethical criteria, from any area
of the world but with a core holding in European Union countries .
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Henderson
Global Care range |
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The Henderson Global Care
(HGC) range of funds (formerly NPI Global Care) comprise three OEICs;
HGC Growth, HGC Income and HGC Managed. Each has specific financial objectives
and ethical investment criteria . |
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Horizon
Global Sustainable Investments |
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Henderson's
Horizon Global Sustainable Investments Fund's investment policy is
structured around the trend towards more sustainable and responsible business
practice, focusing on 'Industries of the Future' . |
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The aim of the
Jupiter Ecology (Global) Fund is to achieve long term capital appreciation
plus a growing income consistent with a policy of protecting the environment.
On the site, go to Jupiter Green .
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| Jupiter
Environmental Opportunities |
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The Jupiter
Environmental Opportunities (primarily UK) Fund seeks to provide long-term
capital growth from a portfolio primarily invested in UK equities. On the
site, go to Jupiter Green . |
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| Jupiter
Global Green |
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The Jupiter
Global Green Investment Trust, designed to combine ecologically sound
investment with a strategy of seeking out global winners, replaced their
International Green Trust plc in March 2001. On the site, go to
Jupiter Green | ||
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Merrill Lynch, now merged with Blackrock, launched its New Energy Technology (Global) Fund, the first Alternative Energy Investment Trust, in October 2000. It invests in companies driving development of alternatives to fossil fuels. | |||
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The Norwich
Union Sustainable Future Funds provide opportunity to invest in better
returns for society and the environment as well as the investor. They invest
in companies with low or positive environmental impacts and whose products,
services and modes of operation respect or improve life quality . |
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| Norwich
Union UK Ethical |
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The Norwich
Union UK Ethical (UK) is an equity fund that enables individuals
to invest in an ethically constructed and managed portfolio of UK shares
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| In February 2004 the Global Care funds which the NPI life and pensions products are invested into were re-branded as Henderson Global Care. | ||
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The Scottish
Amicable Ethical (UK) Fund aims to maximise the long term total return
by investment in a portfolio wholly or mainly invested in equity type securities
of companies. From 1 January 2003 Scottish Amicable Life plc transferred
to The Prudential Assurance Company Limited . |
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The Schroder
Medical Discovery (Global) Fund is a Unit Trust fund, investing in healthcare,
medical services and related companies worldwide (although in practice most
of the investment is in US companies) . |
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Scottish Equitable, now AEGON Scottish Equitable, offer ethical funds: the Ethical (UK FTSE all-share), Ethical Cautious (mainly UK) and Socially Responsible Equity (UK FTSE all-share). Their site isn't easy to navigate; look for Specialist Funds. | |
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The Scottish
Widows Environmental Investor Fund (mainly UK) aims to provide long-term
capital growth through investment in companies demonstrating positive commitment
to protection and preservation of the natural environment. Available as
an ISA or pension .
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Skandia Life
Ethical Portfolio Fund invests predominantly in international equities
of companies which can clearly demonstrate sound ethical and/or environmental
practice but may also invest in cash and fixed interest securities . |
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The Teachers
Sovereign Ethical Unit Trust (UK) aims for capital growth through UK
investments .
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Sovereign Ethical ISA
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The Teachers
Sovereign Ethical ISA enables investment in companies that don't harm
the world around us and avoids investment in activities exploiting people,
animals or the environment . |
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Standard Life
Ethical (UK) Fund invests in an actively managed portfolio of UK equities
and is designed to provide capital appreciation, income is not a prime consideration
and will be reinvested . |
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The Wind Fund:
Triodos Renewables is the trading name for The Triodos Renewable Energy
Fund, which was formerly The Wind Fund and launched in 1995. The Fund is
part of the Triodos Group which invests in small scale renewable energy projects.
It is an equity fund and is an initiative of Triodos Bank, which provides
its management . |
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Banks and Building Societies etc
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Since 1992, the
Co-operative Bank's Ethical Policy has committed the bank to supporting
the development of fair trade, with Third World countries . |
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The principal
purpose of the Ecology Building Society is to lend on properties
and projects which limit the impact of housing on the environment and foster
sustainable communities . |
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The Global Reserve Bank is a world central bank and direct democratic institution where the creation of money is subject to the production of ecosystems; it is directed by its shareholders . | |||
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Industrial Common
Ownership Finance Ltd (ICOF) promotes and undertakes investment in the
'social economy; it provides loan finance for social enterprises, co-operatives.
ICOF operates an ethical policy; it applies this when lending and investing
and extends it to its investment practice in managing its finances . |
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Local Investment
Fund (LIF) provides loan finance to economically viable not-for-profit
voluntary organisations, bridging the gap between grant dependency and mainstream
banking finance, aiding community organisation self-sufficiency . |
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The Norwich
and Peterborough Building Society offer two main types of loan; one
for people buying or remortgaging an existing property interested in improving
its energy efficiency and one for buyers of new energy-efficient properties
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Shared Interest
is a co-operative lending society, established in 1990, which offers people
in Britain the opportunity to make an ethical investment in fair trade with
people in the Third World . |
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Triodos Bank
is a European ethical bank investing only in social and environmental enterprises,
seeking to contribute to a more people-orientated society, respecting people,
the environment and culture . |
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Unity Trust
is a specialist bank for not-for-profit organisations, set up by the Co-op
Bank and trade unions . |
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© Copyright 2001-2008, Envocare Ltd.
ENVOCARE is a registered trade mark of Envocare Ltd. For legal matters see the section "About Us & Contact Us". Page originated: 21 July, 2001 Last amended: 1 April, 2008 |
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