Ethical Investments

An increasing number of investors are seeking to invest in funds that are socially responsible. These funds generally fall into two categories:

Ethical Funds

These are administered in accordance with a wide range of ethical criteria, mainly using a negative screening process to ensure that certain companies associated with certain areas are avoided.

Most ethical funds also apply a positive vetting process.

Environmental Funds

These funds invest in companies whose products or services contribute to the renewal of the ecology or to a cleaner and healthier environment.

Positive criteria can include the following:

• Environmental Protection
• Pollution control
• Conservation
• Recycling
• Ethical employment practices

Negative screening can exclude the following:

• Armaments
• Nuclear Weapons
• Animal exploitation
• Oppressive regimes
• Alcohol
• Tobacco
• Environmentally damaging practices
• Poor employment practices
• Gambling
• Pornography

We can match your investments with your principles. These investments can include Regular Savings, Pensions, Investment Bonds, Unit Trusts and be incorporated in portfolio management.