2 minute read

Our Ethical Ready-made Portfolio

Here you can find out what you need to know about investing ethically, easily.
Published on 04 June 2020
Last updated on 23 October 2020

What are our Ready-made Portfolios?

A Ready-made Portfolio is a collection of investments that’s ready for you to invest in – you can use one with a Stocks & Shares ISA or an investment account.

Many people don’t feel like they have the time or knowledge to choose and look after their own investments, and probably have better things to do. A Ready-made Portfolio can make investing easier.

We have seven portfolios – including our Ethical Portfolio – each filled with investments chosen and managed by our experts, meaning you don’t need to do anything once you choose the one that suits you.

An ethical focus

The Ethical Portfolio is designed for people who want to better align their investment decisions with their values. The majority of the funds in the portfolio are from our list of top-rated ethical and sustainable funds – they invest in a variety of businesses that aim to have a positive effect on the world and avoid those that have a detrimental impact on society or the environment. So far, so green.

The blend between the different types of investments in the portfolio is determined by our Asset Allocation Committee, made up of a senior team of investment professionals – they have loads of experience and a rigorous and extensive analysis process to help them choose which funds appear in the portfolio.

How do I invest in the Ethical Portfolio?

To get started with the Ethical Portfolio, you will need to complete our Ready-made Portfolio journey online. It should only take around 10 minutes – just click the button below to get started.

If you don’t already invest with us, when you open the page you will first need to choose a username and password. Then the journey will take you through why you are investing and how you want to invest. When asked What is your main reason for investing?, choose Invest ethically and then proceed with the rest.

Invest in the portfolio

 

If you have any questions about the Ethical Portfolio or you’d like some help investing in a Ready-made Portfolio, please call us on 020 7189 2400.

 

Please note that ethical funds may, by definition, have a limited investment universe; this may affect performance..