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

Environmental protection

Trading in arms

Openness about activities

Repressive regimes

Pollution control

Nuclear Power

Tobacco or alcohol promotion

Energy conservation & recycling

Animal testing and exploitation

Production of recycling equipment

Third World debt/exploitation

Equal Opportunities Policy

Gambling

 

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

Investing in a socially responsible way.