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Fund Name SRI Style Product Region Asset Type Launch Date
Family Charities Ethical Exempt Fund Sustainability Select Charities UK Equity 01/07/96

Objectives

Fund Size: £9.00m

As at: 30/09/23

Sustainable, Responsible &/or ESG Overview

Primary fund last amended: 11/01/24 12:04

Information received directly from Fund Manager
Please select what you would like to read:

  • Fund Filters

  • Sustainable, Responsible &/or ESG Policy:

    The Family Charities Ethical Exempt Fund is currently solely invested in the Family Charities Ethical Trust. The Family Charities Ethical Trust aims to achieve growth by
    investing mainly in UK shares of companies that make up the FTSE4Good UK 50 Index in order to closely follow its performance.

    Different ethical funds have different investment criteria. To be included in the FTSE4Good UK 50 Index, companies need to demonstrate that they are working towards:

    • Environmental sustainability
    • Adapting to and mitigating climate change
    • Countering bribery
    • Upholding and supporting human rights
    • Ensuring good supply-chain labour standards


    The Index also avoids investment in companies involved in tobacco production, weapon systems and controversial weapons (including nuclear power)

    (Source: Factsheet, September 2023)

  • Process

  • Resources, Affiliations & Corporate Strategies

  • Literature

    Fund Holdings

    Voting Record
Fund Name DS SRI Style Product Region Asset Type Launch Date
Family Charities Ethical Exempt Fund Sustainability Select Charities UK Equity

Fund Size: £9.00

Total screened & themed / SRI assets: £

Total Responsible Ownership assets: £

Total assets under management: £

As at: 30/09/23

Sustainable, Responsible &/or ESG Policy:

The Family Charities Ethical Exempt Fund is currently solely invested in the Family Charities Ethical Trust. The Family Charities Ethical Trust aims to achieve growth by
investing mainly in UK shares of companies that make up the FTSE4Good UK 50 Index in order to closely follow its performance.

Different ethical funds have different investment criteria. To be included in the FTSE4Good UK 50 Index, companies need to demonstrate that they are working towards:

  • Environmental sustainability
  • Adapting to and mitigating climate change
  • Countering bribery
  • Upholding and supporting human rights
  • Ensuring good supply-chain labour standards


The Index also avoids investment in companies involved in tobacco production, weapon systems and controversial weapons (including nuclear power)

(Source: Factsheet, September 2023)

Sustainable, Responsible &/or ESG Process:

Resources, Affiliations & Corporate Strategies

Dialshifter

Literature

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