Are your funds ethically invested?

Are your funds ethically invested?

Our business is ultimately a social enterprise, so responsible investing is an important issue for us and our members. We specifically exclude investments in companies with significant involvement in activities such as fossil fuel extraction, weapons and gambling.

We also exclude companies that have contravened the principles of the UN Global Compact on Anti Corruption, Human Rights, Environment and Labour.

You'll find more information on our Ethical Investing page.

As a fund manager we choose to focus on areas of social responsibility where we can have a constructive involvement e.g. donating 15% of our management fee via the Simplicity Foundation to charities.