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Positive funds

A fund is an easy way to invest in lots of different companies through a single investment product.


You benefit from the fund manager’s specialist knowledge and experience and can spread your risk across a large number of different companies, even if you are only investing a small amount, as your individual investment is pooled with many others. Most funds can also be held in ISAs or SIPPs, offering tax benefits.

However, buying into a fund is inevitably less transparent than making a direct investment; you will pay higher on-going charges as there are costs to managing the fund; and you won’t get a vote in either the fund or the companies you invest in.

You can invest through a dedicated DIY investing platform. There are a large number of these and their costs and services can vary widely depending on how you want to go about investing. The website Compare Fund Platforms is a good place to start. Alternatively, you can ask your IFA, wealth manager or broker.

All funds supply Fact Sheets and Key Information Documents which outline their main features and can be downloaded from their websites; it goes without saying that you should read these carefully before making an investment decision.

The 3D Investing top-rated funds based on financial performance, socially responsible managers and ethical suitability, are:

Name Theme & location Ethical issues

WHEB Sustainability

Invests exclusively in companies providing solutions to sustainability challenges.

Multiple social & environmental, global Gas distribution, Suez, Chinese coal

Columbia Threadneedle UK Social Bond

In partnership with Big Issue Invest, invests in bonds focused on positive social outcomes in housing, employment, education, transport and health with an emphasis outside of London and the South East.

General ethical, UK Invests in airports

Impax Environmental Markets Fund

Invests in companies focusing on energy efficiency, renewable energy, water, waste and sustainable food and agriculture markets.

Environmental, global Chinese coal

Triodos Sustainable Pioneer

Invests in worldwide equities issued by companies working in sustainable energy, medical technology, environmental and water technology and CSR.

Multiple social & environmental, global None

Foresight Solar

Invests in a diversified portfolio of solar farms with Renewables Obligation Certificate accreditation.

Infrastructure, UK none

Need help?

The Ethex team are here to help from 9am to 5pm

https://www.ethex.org.uk/savings--investments_16.html

Invest and save with Ethex to

make money do good

You can browse, compare and invest in a range of products on Ethex platform from bank accounts and ISAs to equity investments and charity bonds that offer a social/environmental as well as a financial return. All you need to do is get started...