Grow your pension and make a positive impact on the world by investing into companies, organizations, and funds with the intention to generate social and environmental impact alongside a financial return.
Investments in companies that are aiming to have a positive impact on people and the planet.
Using your money to create a more sustainable world for future generations.
Helping to address the global climate change issues through investments into clean energy companies.
The Positive Impact Portfolio invests equally into three funds that we believe are making a positive impact on the world through investments:
These figures show the performance of the funds in the Portfolio. Please note past performance is not a guarantee of future returns.
We do not charge you any extra fees for using a ready-made portfolio. You pay the fund management charge and the dealing charge for buying each fund. The average ongoing charge for the funds in the portfolio is 0.73% p.a., with the charge for each fund shown in the table below.
|Fund||Ongoing Fund Charge|
|Baillie Gifford Positive Change Fund||0.53%|
|Royal London Sustainable World Trust||0.77%|
|Liontrust Sustainable Future Global Growth Fund||0.88%|