The Triodos Ethical Stocks & Shares ISA is offered to residents of the UK who are 18 years of age or over. The benefits of an ISA depend on your individual circumstances and tax rules may change in the future.

Your capital is at risk and the value of your investment may go down as well as up, and you may not get back the amount 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 funds invest.

Investments are not covered by the Dutch deposit guarantee scheme, however they may be covered by the Investor compensation scheme. For more information on these schemes please read the deposit guarantee scheme and investor compensation scheme page.

How to invest in a more sustainable future, the tax-efficient way

The Triodos Ethical Stocks & Shares ISA is offered to residents or ordinarily residents of the UK who are 18 years of age or over. The benefits of an ISA depend on your individual circumstance and tax rules may change in the future.

You can subscribe up to £20,000 in the 2017/18 tax year, into either a Stocks & Shares ISA, a Cash ISA or an Innovative Finance ISA. Alternatively you can split your subscription between each type of ISA, providing you stay within the overall £20,000 limit. Triodos Bank UK offer both Ethical Cash ISAs and an Ethical Stocks & Shares ISA.

However, you can only subscribe to one Stocks and Shares ISA in a given tax year so, if you have already subscribed to a Stocks and Shares ISA elsewhere, you will not be able to subscribe to a Triodos Ethical Stocks & Shares ISA - unless you transfer at least your current years ISA subscriptions to us.

Before making your decision if investing in the Triodos Ethical Stocks & Shares ISA is right for you please ensure you have read the information contained in the previous tabs and the prospectus.

The Triodos Sustainable Equity and Pioneer funds should be considered for the long term, e.g. 5-10 years.

If you choose to invest, follow the invest in the Ethical Stocks & Shares ISA button below to download and complete an application form or request an application pack.

Please note that investment decisions must be made on the basis of the information provided in the Prospectus and Key Investor Information Document, and not only on information provided in this summary.

This information is not financial advice. If you are unsure if either of our funds 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.

Triodos Sustainable Pioneer fund

SRI Pioneer Fund - Risk Indicator

Triodos Sustainable Equity fund

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The risk and reward indicator is a measure of a funds historical price volatility and provides an indication of the risk level of a fund. Historical data may not be a reliable indicator of the future risk profile of a fund.

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