Impact Investment Account

An investment account that supports a sustainable future

Why a Triodos Impact Investment Fund?

Features

We're recommended

Investing basics

Choose your investments

Within your Impact Investment Account, you can choose to invest in one or more of our four funds, all of which invest with positive impact in a range of stock market listed companies and bonds.

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.

FAQs

How-to guides

How to buy shares or top up your impact investment

You can purchase shares in the Triodos Impact Investment Funds through the Triodos Mobile Banking App or Internet Banking.

  • Choose the account you'd like to invest through

    In your account Overview, click on the account you would like to invest through (either a Stocks and Share ISA or Impact Investment Account), check that you have the amount of money available that you want to invest in your linked Cash Account. If not, make a transfer into the Cash Account you want to invest from.

    Your first deposit into your Cash Account must be from your nominated account. If you don’t make your first deposit from your nominated account it could cause delays in it showing in your account.

    See How do I add money to my Cash Account?

  • Choose your fund

    Once you’ve chosen the account, select the ‘Invest More’ button and select the fund you would like to invest in (be careful to choose the correct fund), click ‘Invest’, select either distribution or capitalisation shares, and then ‘Lump Sum’.

  • Confirm your investment amount

    Enter the amount you want to invest (minimum of £250 for lump sums or top ups and £25 for regular monthly investments) and click ‘Continue’.

  • Review the details

    You will then see a summary of your instruction and an estimate of the associated annual costs, if you are happy with these click ‘Continue’.

    The following page confirms your investment amount and the Cash Account which is to be debited.

    On the next page you can read the Supplementary Information Document (SID) and Key Investor Information Document (KIID), and you’ll be asked to confirm that you have read them before you can proceed.

  • Authorise the purchase

    Enter your Mobile Banking login or Internet Banking password to authorise the purchase.

    You will then see confirmation that your purchase instruction has been received.

  • We'll arrange the rest

    Instructions received before 10am on a Business Day will be dealt on the same day and you will receive the price for that day. Instructions received after 10am or on a non-Business Day will be dealt with on the following Business Day.

    A contract note will be available under the ‘Transactions’ section for your Stocks and Share ISA or Impact Investment Account once the trade is completed.

How to sell your impact investment shares

You can sell shares in the Triodos Impact Investment Funds through the Triodos Mobile Banking App or Internet Banking.

  • Choose the account you'd like to sell shares from

    In your account Overview, click on the account you would like to sell shares from (either a Stocks and Share ISA or Impact Investment Account)

  • Choose the fund

    Under ‘My investments’ click on the fund you want to sell from (be careful to choose both the correct fund AND share class), then click ‘Sell’

  • Confirm the amount

    Enter the £ amount you want to sell and click ‘Continue’

    You will then see a summary of the amount you are instructing to sell, if you are happy with this then click ‘Continue’

    The following page confirms the Cash Account which is to be credited with any proceeds. Select ‘Confirm’ to continue

  • Authorise the sale

    Enter your Mobile Banking login or Internet Banking password to authorise the sale. You will then see confirmation that your sell instruction has been received.

  • We'll do the rest

    Instructions received before 10am on a Business Day will be dealt on the same day and you will receive the price for that day.

    Proceeds from sales will be received three Business Days after the dealing date.

    Instructions received after 10am or on a non-Business Day will be dealt on the following Business Day.

    Sale proceeds will be credited to the Cash Account to which they are linked.You can either leave them in the Cash Account or withdraw them to your nominated account.

    A contract note will be available under the ‘Transactions’ section for your Stocks and Share ISA or Impact Investment Account once the trade is completed.

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.

Ready to start investing in positive change

Apply for your Impact Investment Account

Apply now