Socially responsive investments

If you wish to invest in ethical and socially responsible investment funds, you can benefit from many funds that have a long and respected track record in this area. Since the first socially responsive fund was launched in 1984 there are now over 440 funds to choose from.

You can select the most appropriate socially responsive funds, from the hundreds available, to suit your investment objectives, timescale, and attitude to risk. You can invest by lump sum, monthly payment, or by rebalancing your present portfolio to include ethical and socially responsible funds.

Click here to arrange an informal chat about socially responsive investing and fund selection Investment discussions will be conducted in your own language.

We take a holistic approach to advising you on wealth protection and creation. You may be interested in some of our related services:

Investment management service Retirement planning Regular savings

The value and prices of investments can go down as well as up, and you may not get back the full amount invested. Past performance is no guarantee of future performance. Currency fluctuations will affect the value of overseas investments. Emerging markets can be more risky than developed markets. Current tax levels and reliefs may vary and will depend on your personal circumstances.

Ethical & socially responsible companies

Sectors include:

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None of the information, whether in part or full, should be copied, reproduced or redistributed in any form nor should it be regarded as an offer or a solicitation of an offer for investment. You should satisfy yourself, with your financial advisor, that the products and services offered are suitable for you and that you are not prevented from accessing such services or products by restrictions placed on you by the relevant fiscal authorities in your normal place of residence nor that it is unlawful for you to participate in such products or services as may be stipulated within the laws of the country, state or jurisdiction where you may either be a citizen or normally reside.

You should bear in mind that the emerging markets can be more risky than developed markets. Current tax levels and reliefs may vary and will depend on your personal circumstances.