Socially Responsible Selection
Overall Initial Charge only: 1.00% (based on equal investments in each of the 4 funds)
Average Annual Management Charge: 1.50% (the average AMC payable across the 4 funds)
In a nutshell
Invest in a selection of socially responsible funds
How the funds are picked:
These are the funds which over the last three and five years have beaten their benchmark and which satisfy ethical criteria.
Investment focus:
- Four socially responsible funds
- Focused on growth with ethical themes
- Performance alongside social responsibility
For more details on the individual funds, read the fact sheets below.
Risk category:
Medium Risk
The funds in the Socially Responsible ready-made selection:
Fact SheetJupiter Ecology Inc
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To achieve long - term capital appreciation together with a growing income consistent with a policy of protecting the environment. The Fund's investment policy is to invest worldwide in companies which demonstrate a positive commitment to the long - term protection of the environment. |
Initial Charge: 1.00%
Fact SheetAberdeen Ethical World A Acc
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To achieve long term capital growth through investment in a portfolio of quality international investments chosen on the basis of ethical ("socially responsible") criteria. |
Initial Charge: 1.00%
Fact SheetHenderson Inds of the Future A
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To provide capital growth by investing in companies that meets the ethical criteria applied by the ACD. The Fund may invest in companies in any economic sector and any area of the world. |
Initial Charge: 1.00%
Fact SheetAviva Inv SF European Growth 1
5 year performance versus sector |
Annual Management Charge: 1.50% Objective: To produce long-term capital appreciation through diversified investment principally within and across global equity markets. |
Initial Charge: 1.00%
The funds listed and the corresponding pricing and performance information provided above are only for your personal information and use and is not intended to address your particular requirements or to be relied upon in making (or refraining from making) any specific investment or other decisions.
Interactive Investor Trading Limited and its Data Providers do not warrant the accuracy, timeliness or suitability of any information provided above.
Such information shall not constitute any form of advice or recommendation by us.
Where you are unsure about any matters raised by the above information you should obtain appropriate expert independent advice.
Past performance of an investment is no guide to its performance in the future. The value of investments or income from them may go down as well as up. You may not necessarily get back the amount you invested.
