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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 1.5% until 30 December 2016, additional management fees apply

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.

Fund nameAboutTrading priceTrading price dateMinimum amount to investMore about the fund
Triodos Ethical Stocks and Shares ISAInvest in our Socially Responsible Investment Funds tax-efficientlyn/an/a£1,000 / £500 top up
Triodos Sustainable Equity FundGlobal fund investing in large listed sustainable equities

£29.33 (KR-dis)

£29.83 (KR-cap)

08-12-2016

08-12-2016

£1,000 / £500 top up
Triodos Sustainable Pioneer FundInvestment fund focusing on innovative sustainable companies

£33.29 (KR-dis)

£33.29 (KR-cap)

08-12-2016

08-12-2016

£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.