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Barclays Charity R Inc (Charities)

SRI Style: Unclassified
Fund Type: Charities
Region: Global
Asset Type: Mixed Asset
Launch Date: 09/09/2013

SRI / Ethical Overview

The Fund is suitable for long-term charity investors with a time horizon of ten years plus, who are looking for a sustainable income stream and potential to maintain the purchasing power of their portfolio. The Fund will only accept applications from eligible UK charities

The Fund has an ethical investment strategy and aims not to have direct exposure to companies that generate more than a small minority of their turnover from tobacco, pornography, gambling or the manufacture or sale of arms

The Fund is a Tax Elected Fund. As a result, investors who are eligible charities (as defined in the Prospectus) should not be subject to income tax on distributions received from the Fund and gains made on the disposal of units in the Fund should not be subject to Capital Gains Tax

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.
  • Armaments manufacturers avoided Find ethical fund (and other SRI) options that avoid avoids companies that manufacture products intended specifically for military use. Fund strategies vary - particularly with regard to non strategic military products. Read fund literature for specific details.
  • 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

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Corporate Activity

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SRI / Ethical Policy

Resources, Affiliations & Corporate Strategies

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