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WHAT IS ETHICAL INVESTMENT?

You may not realise, but about 70% of the shareholdings in UK quoted companies are held by institutional investors, such as insurance companies, investment companies and pension funds. The chances are that, if you're not already investing in a life assurance policy, savings or pension plan, then you will be doing at some stage.

Photograph of a wind turbine
Photo courtesy of BWEA


Photograph of an African women carrying a basket of produce to market
Investing in a socially responsible manner


Photograph of a deprived child
Investing for the next generation

ETHICAL INVESTMENT offers you the opportunity to gain a healthier return on your money by supporting companies which you feel are of benefit to society and the environment whilst avoiding those companies whose activities you dislike.

There is now a wide range of investment and insurance products linked to "ETHICAL FUNDS" which will cater for the vast majority of financial and planning needs. These funds set out certain ethical criteria that a company must satisy, in addition to its financial merits, in order to be considered for investment.

For example, funds may seek NOT to invest in companies involves in:

  • The arms trade
  • Third world exploitation
  • Animal testing (medical and cosmetic)
  • Tobacco
  • Pornography
  • Oppressive regimes
  • Environmental destruction
  • Nuclear power
  • Gambling

They may actively seek out companies which promote:

  • Environmentally friendly products
  • Education and training
  • Health and safety
  • Employee friendly working practices
  • Open management
  • Waste management

A BRIGHTER PROSPECT FOR THE FUTURE

Many committed ethical funds have achieved above average performance in their respective sectors - THIS IS NO COINCIDENCE…