FEM logo
Fund EcoMarket

the sustainable, responsible and ethical investment information hub

Fund Style Name: Social Themed Funds

Investment funds which focus on social issues  when deciding where to invest

Brief description of Style

Social themed funds focus on ‘people issues’ (such as employment and basic necessities of life). Social Themed fund managers focus significantly on societal benefits when analysing companies for investment.

SRI approach applied

Funds select or avoid investments according to criteria which relate primarily to social issues – such as employee relations, human rights, equal opportunities and benefits to local communities.   Only investments that match published criteria will be allowable for investment.

SRI issues covered

‘People issues’ including employment and the provision of basic necessities such as housing, infrastructure, education, health services and other benefits to local (or other named) communities.   Other issues may also be considered but are considered a lower priority than these issues and so may be less relevant to investment selection decisions.

Measuring positive impacts is a feature of some funds in this group.

See ‘Policies’ and ‘Features’ filters for further information.

Variation across Style segment

This SRI Style is fairly new and has very few funds at present.

Impact on investment strategy

Investment reflects the fund’s allowable universe and the assets types held by the fund.

Who is this Style most likely to appeal to?

Investors who are primarily interested in ‘people’ issues – as opposed to environmental or sustainability issues (which at not necessarily ignored – but are not the main driver of investment selection).

Associated Styles

There are elements of crossover between Social funds and Ethical funds – as well as some Sustainability themed funds.

Other similarly ‘themed’ options include some ‘social/impact investment’ options however these are not currently available via regulated collective investment options as far as we are aware.

Associated Jargon

‘Social impact’ – i.e. bringing specific, targeted (positive) benefits to communities or defined groups of people

 

 

 

contact us
 

Sign Up to our Newsletter

If you are a Financial Services Industry professional you can sign up for our newsletter

Click Here

Latest News

The day everything changed for big oil?
May 27, 2021

We all know that climate change poses a massive – indeed ‘existential’ – threat and that things will change rapidly as we work to acheive the goals agreed in Paris in 2015. We also know that renewable energy companies, and related industries, have a bright future – indeed it could be said that ‘they are […]

‘Stick or Twist’ – our recent Investment Life and Pensions Moneyfacts article
May 18, 2021

This blog shares the text of an article I recently wrote for Investment Life and Pensions Moneyfacts which they kindly published this month (May 2021).   You can download a pdf of the article via this link:  Stick or Twist ILP Moneyfacts May 2021 p10-11   Text as supplied to ILP Moneyfacts:   ‘Stick or […]

UKSIF launches new policy vision – where next for UK Sustainable Finance?
May 11, 2021
UKSIF

UKSIF Policy Vision On 28 April 2021 UKSIF launched its new ‘policy vision’ at an event convened to celebrate the organisation’s 30th anniversary. The document makes great reading if you wish to explore how sustianable finance may evolve over the coming years. You can download the new UKSIF Policy Vision here. The main elements of […]