Family Charities Ethical Trust

SRI Style:

Ethical Style

SDR Labelling:

Unlabelled - promotes sustainable characteristics (has CFD)

Product:

Charity fund / trust

Fund Region:

UK

Fund Asset Type:

Equity

Launch Date:

30/03/1982

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£424.30m

(as at: 31/12/2025)

ISIN:

GB0006685613, GB0005782627

Primary fund last amended:


Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

Investment Objectives

The investment objective of the Family Charities Ethical Trust is to achieve long-term growth over a ten-year period by tracking the Financial Times StockExchange ('FTSE') 4Good UK 50 Total Return Share Index ('the Index').

The Index represents the 50 largest companies by market capitalisationquoted on the London Stock Exchange that can demonstrably show they areworking towards the following ethical standards:

  • 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 the production ofproducts such as tobacco and weapons.

For the full Investment Objectives and Policy, please  Visit   www.onefamily.com/company-information/financial-reports

(Source: OneFamily factsheet, as at January 2026)

SDR Labelling:

Unlabelled - promotes sustainable characteristics (has CFD)

Fund Name SRI Style SDR Labelling Product Region Asset Type Launch Date Last Amended

Family Charities Ethical Trust

Ethical Style Unlabelled - promotes sustainable characteristics (has CFD) Charity fund / trust UK Equity 30/03/1982

Fund/Portfolio Size: £424.30m

(as at: 31/12/2025)

ISIN: GB0006685613, GB0005782627

Information received directly from Fund Manager

Please select what you would like to read:

Sustainable, Responsible &/or ESG Policy:

Investment Objectives

The investment objective of the Family Charities Ethical Trust is to achieve long-term growth over a ten-year period by tracking the Financial Times StockExchange ('FTSE') 4Good UK 50 Total Return Share Index ('the Index').

The Index represents the 50 largest companies by market capitalisationquoted on the London Stock Exchange that can demonstrably show they areworking towards the following ethical standards:

  • 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 the production ofproducts such as tobacco and weapons.

For the full Investment Objectives and Policy, please  Visit   www.onefamily.com/company-information/financial-reports

(Source: OneFamily factsheet, as at January 2026)

SDR Labelling:

Unlabelled - promotes sustainable characteristics (has CFD)