Ethical and Green Unit Trusts/OEICs Unit Trusts/OEICs - continued FUND
Scottish Widows Ethical Standard Life Investments Ethical Corporate Bond Standard Life Investments
Telephone number
Scottish Widows Environmental 0845 7678 910 0845 7678 910 0845 279 3003
0800 279 3003
European Ethical Equities Standard Life Investments UK 0845 279 3003 Ethical Fund
SVM All Europe SRI 0131 226 6699
Launch lump date
Min sum
06/89 09/87 11/05
9/07 2/98 10/06
£1K £1K
£500 £500 £500 £1K
Min reg sav
£50 £50 £50
£50 £50 £50 Min
add Initial inv
£100 Nil £100 Nil £500 4%
£500 4% £500 4% charge charge Annual Income
1.5% TER 1.61%April 1.5% TER 1.63%April 1.00%
distribution
Lin pro
Feb, Mar, Jun, Sep
1.50% Feb, Jun 1.50% £200 5.25% 1.50% Ethical and Green Personal Pensions Personal Pensions
The following managed funds publish an ethical and/or green policy and aim to invest only in companies involved in activitie satisfy the stated criteria of
that policy. These are defined as follows: Positive Criteria - activities that
Negative Criteria - activities in which the fund seeks to avoid where possible, or to minimise investment. Min Min
Min FUND
Alliance Trust UK Equity Ethical
Telephone number
0808 234 1888
Alliance Trust Sustainable 0808 234 1888 Future 26
Royal London Ethical
Scottish Eq Ethical Scottish Eq UK SR
Launch lump regular
date sum premium 5/99
£20 £20 02/01 £20 £20
0845 605 0050 11/99 £2.5K £100 No minimum if regular premium in force 4/88 9/98
Local branch Local branch
Standard Life Ethical Pension 0800 634 7476 6/98
£2.5K £100 £2.5K £100 £500 £40
additional premium
£20 £20 No min
£499 £499 -
Initial Annual charge charge
5% 4% Nil
Nil Nil Nil
0.4% - 1% 1% - 1.5% Other
contracts available
b,e,h,l,m,n,p,y b,e,h,l,m,n,p,y 0.35% - 1% b,d,e,g,h,l,m,n 1%
1.5% 1%
b,e,g,h,l,m,n,p b,e,g,h,l,m,n,p -
Notes: Investors should be aware that some companies agree in principle ‘animal testing for the benefit of human health’ is justified. The largest fund is quoted where more than one fun pate companies that operate in high risk sectors such as alcohol, gambling, pornography, tobacco or weapons will make it through its rigorous positive screening process. Portfolios are contacted as a matter of course, but monitored via in-house or external research. 4 = Avoids animal testing for toiletries and cosmetics. 5 =£50 pm minimum regular saving, £1K mi that may be charged. Other RDR compliant unit classes are available. 8 = Class C units. 9 =Invests in UK shares of FTSE 350 Index that are not excluded by negative criteria (appro Trust - Mar, Jun, Sep, Dec. 14 =Min contribution £10 when invested through Child Trust Fund or Junior ISA. £30 when invested through Children's Unit Trust. 15 =Includes following 18= Animal testing: Alliance Trust Investors only invests if testing for medical purposes and where the company responds to engagement on this issue. 20 = Will not invest in compa duction/sale, absolute avoidance on production, but permit some sales. 22= Avoids when contributes to more than 10% of pre-tax profits or turnover, animal testing on household goo Sustainable Future: UK Gth, Euro Gth, Global Gth, Absolute Gth, Mgd, Corp Bond. 27 = Animal testing: Alliance Trust only invests if testing for medical purposes and where the compan ance on production, but permit some sales. Animal Testing, selected funds permit for health/medical purposes. 30 = Only invests in alcolhol companies that have policies and practices Pension Plan. d = Executive Pension Plan. e = Pension Transfer Plan. f = Corporate Personal Pension Plan. g = S32. h = Trustee Inv Plan. j = Critical Illness q = Max Inv Bond. s = Unit-Linked Bonds. t = Unit-Linked Endowments. v = Non-Qualifying Inv Bond. y= Self-Invested Personal Pension. z = Group Pensions.
90 the fund seeks to su April Apr
ISA ISA ISA
ISA ISA ISA
March 2015
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