Ethical Stocks & Shares ISA

Tax-efficient investments in sustainable listed companies

Why a Triodos Impact Investment Fund?

Features

Impact investments

Triodos Impact Investment Funds invest in a range of stock market listed companies and bonds that have a positive impact on society and the environment.

Documents

We want you to be sure this is the right investment for you. Before you invest, make sure you understand the risks and terms of your investment. This information is not financial advice. If you're unsure whether the Triodos Impact Funds are the right investment for you, please seek independent financial advice.

Invest in a more sustainable future

Read our step-by-step guide on how to invest tax-efficiently through our Ethical Stocks & Shares ISA

FAQs

How to transfer an existing ISA to a Triodos Stocks & Shares ISA

You can transfer some or all of an existing ISA to a Triodos Stocks & Shares ISA and invest in the Triodos Impact Investment Funds - without losing your tax-free ISA status. Remember, the benefits of ISAs depend on your circumstances and tax rules may change in future.

 You can transfer from another provider, or from a Triodos Cash ISA or Innovative Finance ISA. Please check with your existing ISA provider if there are any penalties or charges for transferring out.

How to top up your impact investment

If you already invest in the Triodos Impact Investment Funds, you can top up from £500 through Internet Banking. Here’s how:

  • Understand the risks, terms and conditions

    I understand that:

    • I must be a UK resident to invest in the funds.
    • I should see my investment as long term (5-10 years), because it can go down in value as well as up, and I may not get back what I invest.
    • Income is variable and not guaranteed.
    • The Triodos Global Equities Impact and Triodos Pioneer Impact Funds are operated in euros, but priced in sterling for UK investors, so my total return is subject to the euro-sterling exchange rate. The Triodos Sterling Bond Impact Fund is operated and priced in sterling.
    • Triodos Bank doesn’t offer financial advice, and if I’m unsure which investment is right for me, I’ll ask an independent financial advisor.

    I’ve read the important information I need to make an informed decision about my investment:


  • Complete your top up form

    Log into Internet Banking and click on ‘Invest – Impact Funds’ below the tool bar on the left hand side of the screen to use our pre-filled form to top up your investment online. If you have been upgraded to new Internet Banking please go back to old Internet Banking via the green ‘Go to old Internet Banking’ in the top right menu bar and follow the instructions above.

    If you can’t log into Internet Banking, our top up forms are also available in other formats.

  • We’ll do the rest!

    Once we’ve received your top-up form and money to invest in the funds, your top up will be processed and we’ll send you a contract note to confirm your order. Our daily dealing cut-off is 10am, so money cleared by 10am will be processed that day.

Welcome to positive change

Triodos Bank is one of the most sustainable banks in the world. We make money work for positive social, environmental and cultural change.

This is impact investing

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