Socially Responsible Investment Funds
Choose the future your investments help create.
- Collective investment schemes delivering superior social and environmental performance
- Total transparency about the companies selected for investment
- Influence the sustainable practices of large listed companies or support smaller innovators
- Also available as an Individual Savings Account (ISA)
- SRI initial charge 0.5%, additional service and management fees apply
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.
|Fund name||About||Trading price||Trading price date||Minimum amount to invest||More about the fund|
|Triodos Ethical Stocks and Shares ISA||Invest in our Socially Responsible Investment Funds tax-efficiently||n/a||n/a||£1,000 / £500 top up|
|Triodos Sustainable Equity Fund||Global fund investing in large listed sustainable equities|
|£1,000 / £500 top up|
|Triodos Sustainable Pioneer Fund||Investment fund focusing on innovative sustainable companies|
|£1,000 / £500 top up|
Please note that investment decisions must be made on the basis of the information provided in the Prospectus and Key Investor Information Document (KIID), and not only on information provided in this summary. The Prospectus and KIIDs can be found under the 'Important information' tab on the product pages.
This information is not financial advice. If you are unsure if either fund is the right investment for you, please seek independent financial advice. If you don’t have an independent financial adviser, you can get details of local financial advisers by visiting www.unbiased.co.uk