Free guide to socially responsible investment
Ethical and environmental, or socially responsible investing (SRI) is enjoying unprecedented popularity. Public interest has boomed, fund performance has improved, and the number of funds specialising in the area has grown dramatically.
Ethical and environmental issues are not a passing fad that will disappear. Awareness is only likely to increase and climate change in particular could drive an industrial transformation that affects numerous industries. Of course there will be winners and losers, but if you can find the right opportunity you can profit whilst maintaining your ethical and environmental beliefs.
In our opinion the best way to make an ethical or environmental investment in a portfolio of shares is through a fund, such as a unit trust or OEIC. This means you can gain exposure to the sector but leave the share selection to an expert fund manager.
Most ethical and environmental funds are available within the tax shelters of an ISA or a pension (SIPP). This means most people can easily incorporate socially responsible investment funds into their portfolio. You can invest a lump sum, or make a monthly contribution, and protect gains from the tax man.
More choice is great for investors but, with over 50 funds on offer, trying to select the best can be daunting. This guide should help. First we look at the current investment environment. We explain the different types of investment, look at performance, and the relationship between risk and reward.
Each investor will have their own ethical criteria so our table in our Choosing Socially Responsible Investments factsheet allows you to easily see the difference between funds. We have also included some fund suggestions. Finally we show you how to get your investments off to a head start with savings of up to 5.5% to help you buy more units for your money.
For a free copy of the guide to socially responsible investment visit the Hargreaves Lansdown website.
Ethical investment fund comparison tool
Hargreaves Lansdown has produced a fund comparison tool that allows you to quickly see which funds meet your ethical investment requirements. Select the ethical and environmental criteria that are most important to you to see a shortlist of funds that apply those policies and the full details.
Use the ethical investment fund comparison tool here.
Hargreaves Lansdown, an independent broker aiming to provide the best information, best service and best discounts on ISAs, SIPPs, funds and share dealing.
Investment ideas
Ethical investment ideas, chosen by Alexander T Davies, Senior Analyst at Hargreaves Lansdown
Jupiter Ecology – Global Growth Choice
- View the Hargreaves Lansdown fund fact sheet for this fund
- Buy this fund online through Hargreaves Lansdown and benefit from an initial charge of only 0.25% instead of 5%.
F&C Stewardship Income – UK Income & Growth Choice
- View the Hargreaves Lansdown fund fact sheet for this fund
- Buy this fund online through Hargreaves Lansdown and benefit from an initial charge of only 0.25% instead of 5%.
Aegon Ethical Equity – UK Growth Choice
- View the Hargreaves Lansdown fund fact sheet for this fund
- Buy this fund online through Hargreaves Lansdown and benefit from no initial charge instead of 5.50%.
Investment ideas provided by Hargreaves Lansdown, an independent broker aiming to provide the best information, best service and best discounts on ISAs, SIPPs, funds and share dealing.
Ethical and environmental, or socially responsible investing (SRI) is enjoying unprecedented popularity. Public interest has boomed, fund performance has improved, and the number of funds specialising in the area has grown dramatically.
Ethical and environmental issues are not a passing fad that will disappear. Awareness is only likely to increase and climate change in particular could drive an industrial transformation that affects numerous industries. Of course there will be winners and losers, but if you can find the right opportunity you can profit whilst maintaining your ethical and environmental beliefs.
In our opinion the best way to make an ethical or environmental investment in a portfolio of shares is through a fund, such as a unit trust or OEIC. This means you can gain exposure to the sector but leave the share selection to an expert fund manager.
Most ethical and environmental funds are available within the tax shelters of an ISA or a pension (SIPP). This means most people can easily incorporate socially responsible investment funds into their portfolio. You can invest a lump sum, or make a monthly contribution, and protect gains from the tax man.
More choice is great for investors but, with over 50 funds on offer, trying to select the best can be daunting. This guide should help. First we look at the current investment environment. We explain the different types of investment, look at performance, and the relationship between risk and reward.
Each investor will have their own ethical criteria so our table in our Choosing Socially Responsible Investments factsheet allows you to easily see the difference between funds. We have also included some fund suggestions. Finally we show you how to get your investments off to a head start with savings of up to 5.5% to help you buy more units for your money.
For a free copy of the guide to socially responsible investment visit the Hargreaves Lansdown website.
Ethical investment fund comparison tool
Hargreaves Lansdown has produced a fund comparison tool that allows you to quickly see which funds meet your ethical investment requirements. Select the ethical and environmental criteria that are most important to you to see a shortlist of funds that apply those policies and the full details.
Use the ethical investment fund comparison tool here.
Hargreaves Lansdown, an independent broker aiming to provide the best information, best service and best discounts on ISAs, SIPPs, funds and share dealing.
Investment ideas
Ethical investment ideas, chosen by Alexander T Davies, Senior Analyst at Hargreaves Lansdown
Jupiter Ecology – Global Growth Choice
- View the Hargreaves Lansdown fund fact sheet for this fund
- Buy this fund online through Hargreaves Lansdown and benefit from an initial charge of only 0.25% instead of 5%.
F&C Stewardship Income – UK Income & Growth Choice
- View the Hargreaves Lansdown fund fact sheet for this fund
- Buy this fund online through Hargreaves Lansdown and benefit from an initial charge of only 0.25% instead of 5%.
Aegon Ethical Equity – UK Growth Choice
- View the Hargreaves Lansdown fund fact sheet for this fund
- Buy this fund online through Hargreaves Lansdown and benefit from no initial charge instead of 5.50%.
Investment ideas provided by Hargreaves Lansdown, an independent broker aiming to provide the best information, best service and best discounts on ISAs, SIPPs, funds and share dealing.
