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Halifax Ethical C (OEIC/Unit Trust)

SRI Style: Ethically Balanced
Fund Type: OEIC/Unit Trust
Region: Global
Asset Type: Equity
Launch Date: 07/01/1994

SRI / Ethical Overview

To achieve long term capital growth by investing in companies which are considered ethical, taking into account their primary activities and how they behave in achieving these. The fund will invest in UK and overseas companies which will be selected using a broad range of ethical and socially responsible criteria. These criteria include the environment, employee relations, product quality and business practices.

 

 

 

SRI Policies (Primary strategy in bold)

  • Ethical policies Find funds with 'traditional' ethical investment policies. These typically focus on avoiding companies that are involved in the armaments industry, tobacco, gambling and/or pornography. Options will include funds where their core strategy or style may be to focus other issues - like sustainability or the environment, not just 'ethical funds'. Strategies vary significantly. Check fund literature for details.

SRI Features

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Corporate Activity

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Links

SRI / Ethical Policy

Resources, Affiliations & Corporate Strategies

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