Save or Print Fund

Fund EcoMarket
the sustainable, responsible and ethical investment information hub

Fund Name(s):
  • Family Charities Ethical Exempt Fund
Fund Name SRI Style Product Region Asset Type Launch Date
Family Charities Ethical Exempt Fund Sustainability Select Charities UK Equity 01/07/1996

As at: 30/09/23

Overview

Filters

Fund information

Policy

The Family Charities Ethical Exempt Fund is currently solely invested in the Family Charities Ethical Trust. The Family Charities Ethical Trust aims to achieve growth by
investing mainly in UK shares of companies that make up the FTSE4Good UK 50 Index in order to closely follow its performance.

Different ethical funds have different investment criteria. To be included in the FTSE4Good UK 50 Index, companies need to demonstrate that they are working towards:

  • 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 tobacco production, weapon systems and controversial weapons (including nuclear power)

(Source: Factsheet, September 2023)

Process

Resources, Affiliations & Corporate Strategies

Literature

Last amended: 11/01/24 12:04

Important information

This report is for information purposes only and is intended to complement existing services used by UK based financial advisers only. sriServices is not authorised to give investment advice. The information on this site does not in any way constitute advice, recommendation or endorsement of any product or service. Investment decisions should not be based on this information alone. sriServices cannot be held in any way responsible for decisions made or advice offered as a result of using this site.

Whilst we take care to ensure information is as accurate as possible at time of publication we recommend you/financial advisers confirm specific fund details with fund providers. Please see www.sriServices.co.uk for additional information and for our contact details.

© Copyright sriServices 2024

05/03/2024