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Socially Responsible Investment Funds

Start investing in making the world a better place

  • Invest in companies delivering social and environmental change
  • Choose from both the Sustainable Equity and the Sustainable Pioneer fund
  • The funds are also available within a Stocks and Shares ISA
  • Total transparency about all the companies we invest in
  • The minimum investment is £1,000, with top ups from £500

The Triodos Socially Responsible Investment Funds provide an easy way for people to make their money work to build a better future for people and planet.

The funds selection criteria is based around the belief that in the long-term, the most successful companies will be those that achieve the right balance between their social, environmental and financial performance.

Fund nameAboutMinimum amount to investMore about the fund
Triodos Sustainable Equity FundGlobal fund investing in large listed sustainable equities£1,000 / £500 top up
Triodos Sustainable Pioneer FundInvestment fund focusing on innovative sustainable companies

£1,000 / £500 top up

Triodos Ethical Stocks and Shares ISAInvest in our Socially Responsible Investment Funds tax-efficiently£1,000 / £500 top up

Important information

The Triodos Socially Responsible Investment (SRI) funds and the Triodos Ethical Stocks & Shares ISA are offered to UK residents who are aged 18 years or over.

Your capital is at risk as the value of your investment can go down as well as up and you may get back less than originally invested. Income is variable and not guaranteed.

The Triodos Sustainable Equity and Pioneer funds are quoted in sterling, however when you purchase or sell, your sterling is converted from sterling into euros or back from euros into sterling. Your total return is therefore subject to the euro-sterling exchange rate. Dividends are converted from euros to sterling. You are also exposed to currency fluctuations in the regions in which the fund invests.

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Triodos Bank only does socially responsible investing. We don’t consider social responsibility to be an optional extra or add-on - we believe it should be at the heart of any forward thinking investment philosophy.

Know exactly how your money is invested

Our SRI funds are built around an ethos of total transparency. We publish regularly updated details about all the companies we invest in, providing key information on both the business model and the impact it is designed to deliver.

Investment funds where values are as important as returns

Our rigorous research and selection process provides a firm foundation for every investment decision. We select companies from the Triodos investment universe on the basis of strict social, environmental and governance criteria.

Find out more about the SRI funds and stocks and shares ISA today.