Standard Life Ethical Pn

SRI Style:

Ethical Style

SDR Labelling:

Product:

Pension

Fund Region:

Europe >50% UK

Fund Asset Type:

Multi Asset

Launch Date:

01/07/1998

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£516.60m

(as at: 30/09/2025)

ISIN:

GB0003514527, GB00B3L4D353, GB0030922081, GB00B3L4G141, GB00B3L4H990, GB00B64ZNB40, GB00B3L4J152

Primary fund last amended:

Information directly from fund manager.

Sustainable, Responsible &/or ESG Policy:

The fund aims to provide long term growth by investing in a diversified portfolio of assets (including equities and corporate bonds) that meet our strict ethical criteria. The fund’s assets can be from both the UK and overseas and are predominantly equity based. The fund manager will exclude companies
which fail to meet the ethical criteria whilst seeking to include companies whose business activities are regarded as making a positive contribution to society.

The value of investments within the fund can fall as well as rise and is not guaranteed - you may get back less than was paid in.

The fund may use derivatives for the purposes of efficient portfolio management, reduction of risk or to meet its investment objective if this is permitted and appropriate.

(Source: Fund factsheet, as at December 2025)

Literature

Fund factsheet

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Fund Name	SRI Style	SDR Labelling	Product	Region	Asset Type	Launch Date
Standard Life Ethical Pn	Ethical Style	-	Pension	Europe >50% UK	Multi Asset	01/07/1998
					Fund/Portfolio Size: £516.60m (as at: 30/09/2025) ISIN: GB0003514527, GB00B3L4D353, GB0030922081, GB00B3L4G141, GB00B3L4H990, GB00B64ZNB40, GB00B3L4J152
Information received directly from Fund Manager
Please select what you would like to read: Sustainable, Responsible &/or ESG Policy: The fund aims to provide long term growth by investing in a diversified portfolio of assets (including equities and corporate bonds) that meet our strict ethical criteria. The fund’s assets can be from both the UK and overseas and are predominantly equity based. The fund manager will exclude companies which fail to meet the ethical criteria whilst seeking to include companies whose business activities are regarded as making a positive contribution to society. The value of investments within the fund can fall as well as rise and is not guaranteed - you may get back less than was paid in. The fund may use derivatives for the purposes of efficient portfolio management, reduction of risk or to meet its investment objective if this is permitted and appropriate. (Source: Fund factsheet, as at December 2025) Literature Fund factsheet