Funds and Providers

The content of this page is provided for information purposes and should not be views as investment, legal or regulatory advice. Whilst we have sought to ensure that this information is correct, the UK Social Investment Forum does not accept liability for any errors. For our full disclaimer, click here

 

Investing in green and ethical funds

Green and ethical funds are investment funds that take account of social, environmental and ethical issues.

If you are considering investing a significant amount, we recommend that you ask your financial adviser - or find an independent financial adviser here.[For a general explanation of investments, the 'Money Made Clear' website could help.]

 

UKSIF members that manage green and ethical funds include

Click on the organisation name for details of their funds.  (Those marked with a * provide information on their transparency statement):
 

Most of these funds are available as ISAs, and some of them are available through the provider's own, or a third party's, life and pensions platform.

 

UKSIF members that provide private client banking and broking services include

 

For a full list of UKSIF members and affiliates, click here.

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Axa Investment Managers

  • Axa Ethical

To access Axa IM's site for further information click here.

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Aberdeen Asset Management

  • Aberdeen Ethical Engagement UK Fund
  • Aberdeen Ethical World Fund

For further information click here.

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AEGON Asset Management

  • AEGON Ethical Equity Fund
  • AEGON Ethical Corporate Bond Fund
  • AEGON Ethical Cautious Managed Fund

To access AEGON's site for further information click here.

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Barchester Green Ltd

  • Barchester Best of Green Life Fund
  • Barchester Best of Green Offshore
  • Barchester Best of Green Pension Fund

To access Barchester Green's site for further information click here.

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Co-operative Financial Services

  • Sustainable Leaders Trust
  • CIS UK FTSE4Good Tracker Trust

To access Co-operative Investments' site for further information click here.

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Credit Suisse Asset Management Funds (UK) Ltd

  • Credit Suisse Fellowship Fund
  • Credit Suisse Multi-Manager Ethical Fund

To access Credit Suisse's site for further information click here.

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cru Investment Management

  • Africa Invest

To access cru IM's site for further information click here.

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F&C Management Ltd

  • F&C Ethical Bond Fund
  • F&C Stewardship Growth Fund
  • F&C Stewardship Income Fund
  • F&C Stewardship International Fund
  • F&C Global Climate Opportunities Fund

To access F&C's site for further information click here.

F&C's SRI Transparency Statement.

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Ecclesiastical

  • Amity UK Fund
  • Amity European Fund
  • Amity International Fund
  • Amity Sterling Bond Fund

To access Ecclesiastical's site for further information click here.

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Friends Provident Life and Pensions Ltd

  • Friends Provident Stewardship Life Fund
  • Friends Provident Stewardship Managed Life Fund
  • Friends Provident Stewardship International Life Fund
  • Friends Provident Stewardship Income Life Fund
  • Friends Provident Stewardship Safeguard Optimiser Fund
  • Friends Provident Stewardship Corporate Bond Fund
  • Friends Provident Stewardship Pension Fund
  • Friends Provident Stewardship Managed Pension Fund
  • Friends Provident Stewardship Income Pension Fund

To access the Friends Provident site for futher information click here.

Friends Provident SRI Transparency Statement.

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Henderson Global Investors

  • Henderson Global Care Income
  • Henderson Global Care Managed
  • Henderson Global Care Growth
  • Henderson Industries of the Future

To access Henderson's site for further information click here.

Henderson's SRI Transparency Statement.

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HSBC Holdings Plc

  • HSBC Amanah Global Equity Fund
  • HSBC GIF Sustainability Leaders Fund

To access HSBC's site for further information click here.

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Impax Group

  • Impax Environmental Markets Fund
  • Impax Environmental Leaders Fund

To access Impax Group's site for further information click here.

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Insight Investment

  • Insight Investment Evergreen Fund

To access Insight's site for further information click here.

Insight Investment's SRI Transparency Statement.

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Jupiter Asset Management

  • Jupiter Ecology Fund
  • Jupiter Environmental Income Fund
  • Jupiter Green Investment Trust

To access Jupiter's site for further information click here.

Jupiter's SRI Transparency Statement.

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Marks and Spencer Money

  • Marks and Spencer Ethical Fund

To access Marks and Spencer's site for further information click here.

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Legal & General

  • Legal and General Ethical Trust
  • Legal and General Ethical Pension Fund

To access Legal & General's site for further information click here.

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Norwich Union

  • Norwich Sustainable Future UK Growth Fund
  • Norwich Sustainable Future Corporate Bond Fund
  • Norwich Sustainable Future European Growth Fund
  • Norwich Sustainable Future Global Growth Fund
  • Norwich Sustainable Future Absolute Growth Fund
  • Norwich Sustainable Future Managed Fund
  • Norwich Union UK Equity Ethical Fund

To access Norwich Union's site for further information click here.

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QUADRIS Environmental Investments Ltd

  • QUADRIS Environmental Investment Fund

To access QUADRIS's site for further information click here.

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RCM (UK) Ltd

Allianz RCM Global EcoTrends Fund

To access RCM's site for further information click here.

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Skandia Investment Management

  • Skandia Ethical Fund

To access Skandia's site for further information click here.

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Standard Life Investments

  • Standard Life UK Ethical Equity Fund
  • Standard Life Pension Ethical Fund
  • Standard Life Ethical Life Fund
  • Standard Life Ethical Corporate Bond

To access Standard Life's site for further information click here.

Standard Life's SRI Transparency Statement.

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