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Rathbone Active Income For Charities (Charities)

SRI Style: Negative Ethical
Fund Type: Charities
Region: Global
Asset Type: Mixed Asset
Launch Date: 02/07/2012

SRI / Ethical Overview

Ethical investment policy: the fund is subject to certain ethical investment constraints and will aim not to have any direct exposure to companies that generate more than 20% of their turnover from tobacco, gambling, high interest rate lending or pornography.


SRI Policies (Primary strategy in bold)

  • Tobacco production avoided Find fund options that exclude manufacturers of tobacco (or related) products. This typically relates to ethical funds however funds from other SRI Styles commonly avoid this area also. Strategies vary and funds may invest in retailers of such products (e.g. supermarkets or hotels.) See fund information for further information.
  • Gambling avoidance policy Find ethical fund options (and other options) that avoid companies with significant involvement in the gambling industry. See fund policy for details.
  • Pornography avoidance policy Find ethical fund option - and in some cases other options - that avoid companies that derive significant income from pornography. See fund details for further information.

SRI Features


Corporate Activity


SRI / Ethical Policy

Resources, Affiliations & Corporate Strategies

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