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.
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Read our step-by-step guide on how to invest tax-efficiently through our Ethical Stocks & Shares ISA
FAQs
The ISA allowance is the maximum amount you can invest across all types of ISAs in any one tax year. You can put your whole allowance into a particular type of ISA or you can split it between the different types of ISAs: Cash, Stocks & Shares, Lifetime and Innovative Finance. The ISA allowance for the 2021/22 tax year is £20,000. For Junior Cash ISAs, the allowance is £9,000.
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Yes, you can split your ISA allowance into different types of ISA: Cash, Stocks & Shares, Lifetime, and Innovative Finance.
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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.
- Open a Triodos Stocks & Shares ISA
Already have a Triodos Stocks & Shares ISA? Move onto step two.
If you don’t currently have one, you'll need to complete the online application form for the Triodos Ethical Stocks & Shares ISA before you can make a transfer into it.
- 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:
- Terms and conditions
- Supplementary Information Document
- Prospectus
- Key Investor Information Documents:
- Complete your transfer form
Download the transfer form, complete it and return it to the address on the form.
- Transfer from another provider to a Triodos Stocks & Shares ISA
- Transfer from another Triodos ISA to a Triodos Stocks & Shares ISA
The form tells us which ISAs you want to move. If you want to transfer more than one ISA to us, please send us a separate form for each ISA you wish to transfer.
The transfer forms are interactive so you can populate them online.
- We’ll transfer the funds for you
We’ll transfer the funds directly between your ISAs and protect your tax-free ISA status.
Do not move funds out of an ISA yourself, because your money will lose this ISA status.
We’ll let you know when the transfer is complete. The whole process usually takes 14-30 days.
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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:
- Terms and conditions
- Supplementary Information Document
- Prospectus
- Key Investor Information Documents:
- 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.
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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.
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