Ethical Funds

Otherwise known as Socially Responsible Investment (SRI) these funds have a deliberate policy of not investing in contentious areas such as tobacco companies, publishers of pornography, arms manufacturers and those institutions doing business with oppressive political regimes. They are gaining popularity not only with individual investors but also with some financial institutions such as pension funds.

In an investment and financial planning context, funds are generally ‘collective investments'. That is to say that an individual's money is ‘pooled' with those of many other investors to invest across a wide range of shares or other investment media thus giving a spread of risk that would normally be unobtainable to one individual.

Examples of commonly used funds in the UK would be Unit Trusts; Open-Ended Investment Companies (OEICS); Investment Trusts, Life Funds and Pension Funds.

MI Wealth Management is a trading style of MI Financial Planning Ltd.   Registered in England No. 07096855.   Registered Office: The Long Barn, Paxcroft Courtyard, Trowbridge, Wiltshire, BA14 6JB.
MI Financial Planning Ltd is an appointed representative of The Whitechurch Network Ltd, which is authorised and regulated by the Financial Services Authority.

This website is approved by The Whitechurch Network Ltd ( FSA Registration No: 190859).  All contents of this website are deemed to be correct as at the last site update. We have made great efforts to ensure the accuracy of the information provided and do not accept any responsibility for errors or omissions.