Worldwise Investor Fund Library

Fund Filtering

Use the filters to create a list of funds that meet your criteria. Click on the tabs to open each set of filtering options and click the checkboxes to add your criteria. For more guidance, roll your cursor over the blue question mark icons.

UK
Europe
Asia & Emerging
Global
Agriculture
Carbon
Clean Energy
Forestry
Environmental
Multi-thematic
Water
Commodity
Equity
Fixed Interest
Multi Asset
Property

Corporate Responsibility

Publish AGM voting record
UNPRI Member

SRI Staff

Independent Committee of Reference
Internal Consultant(s)
External Consultant(s)

Fund Process

Sustainability forms a key part of the investment process
ESG forms a key part of the investment process
Engagement - fund manager talks directly with company management

NOTE: ESG Stands for Environmental, Social and Governance issues
SRI stands for Socially Responsible Investing, or sometimes Sustainable Responsible Investing.

Environmental

Mining and Quarrying
High Carbon Fuels
Production of Harmful Chemicals
Pollution
Unsustainable Timber
Genetic Engineering

Animal Welfare

Fur Trade
Animal Testing - cosmetic products
Animal Testing - medical products
Intensive Farming
Meat Products

Social

Alcohol
Human Rights
Nuclear
Tobacco
Gambling
Pornography
Political Donations
Armaments

Any screen

ANY SCREEN
Ascentric
Aviva
CoFunds
Elevate Composite
Elevate Explicit
Funds Network
James Hay
Novia
Skandia
Standard Life
Transact
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Fund name Type Size (£m) Yield 1yr TRR TER Theme Class Region Screens Crown INFO PDF Fav

The value of ethical and green investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks of investing. Our aim is to provide you with the best information we can to help you make decisions about ethical and green investments. It is not to advise you on the suitability of an investment to your personal circumstances. Nothing written on the site should be considered personal advice, nor do Holden & Partners accept liability for any inaccurate information on the site. If you are unsure about the suitability of an ethical and green investment please contact Holden & Partners or your financial adviser.

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Worldwise Investor and Holden & Partners are trading names of Peter.R.T.Holden & Partners LLP regulated by the Financial Conduct Authority (446291).