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 may be covered by the Dutch deposit Investor compensation scheme. Find out more.

What is an ISA?

ISA stands for Individual Savings Account, an ISA operates as a 'wrapper', in which you can house different types of investments or savings to save tax-efficiently. Through our Ethical Stocks & Shares ISA you can choose from both the Triodos Sustainable Equity fund and Sustainable Pioneer fund.

Who can invest?

Any individuals aged 18 or over who are resident in the UK are eligible to invest in our Ethical Stocks & Shares ISA. The benefits of investing in an ISA depend on your individual circumstance and tax rules may change in the future.

The minimum initial investment amount is £1,000 per fund or you can top up from £500. You can invest up to the full amount of £20,000 into either a Stocks & Shares ISA, Cash ISA or an Innovative Finance ISA. Alternatively you can split your investment between each type of ISA, providing you stay within the overall £20,000 limit.

How do ISAs work?

Within an ISA there is no capital gains tax and no further tax on income or interest generated. You are able to invest up to £20,000 per tax year (this tax year runs from 6 to 5 April the next year).

Which ISA?

Triodos offer Cash ISAs, Stocks & Shares ISAs and Innovative Finance ISAs.

A Cash ISA is a tax free savings account where you deposit money and earn interest tax free. Your capital is not at risk in a Cash ISA. For more information regarding our Ethical Cash ISAs, please click here .

A Stocks & Shares ISA allows you to invest in the stock market without paying tax on income received or gains. You will be taxed on any dividends from UK shares. Stocks & Shares ISAs are higher risk than Cash ISAs as the value of your investment can fall as well as rise and you may get back less than originally invested.

An Innovative Finance ISA is a type of ISA which allows savers to earn tax free interest using crowdfunding or peer-to-peer lending platforms. For more information about our ethical Innovative Finance ISA, please visit our crowdfunding platform

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

3D investing 5 stars 

The 3D Investing rating is an overall rating of a fund's performance, sustainability and ethical policy. The review was conducted February 2017.

Triodos Sustainable Equity fund

TSEFjpg

3D investing - four stars 

The 3D Investing rating is an overall rating of a fund's performance, sustainability and ethical policy. The review was conducted February 2017.

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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