Compare our funds

Risk vs return

Graph of risk vs potential return

At a glance

Use the table below to compare the basic features of our funds. If you like the sound of more than one, no problem, you can mix and match any or all three in the same investment.

Fund comaprison tableClimate Change FundFTSE All-Share Tracker FundBond and Gilt FundFund in briefActively managed fund aiming to provide market leading returns by investing in specially selected companies that are driving outstanding profit growth and are environmental leaders in their industry. Invests in a predominantly European range of carefully selected stocks and shares.Passively managed (index tracking) fund aiming to mirror the performance, before charges, of the FTSE All-Share stock market index. Invests in the shares of every one of the 700+ companies on the All-Share Index.Fixed interest fund aiming to provide a high and regular interest without putting your capital at too much risk. Invests half your money in government gilts, half in a wide range of top-rated corporate bonds. It pays out regular interest which you can take as a six-monthly income, or reinvest to grow your fund.Potential risk and returnPotential for higher returns than our FTSE All-Share Tracker Fund, but should be considered higher risk.Potential for higher returns than our Bond and Gilt Fund, but should be considered higher risk. Lower risk than our Climate Change Fund but without its potential to outperform stock markets.Less growth potential than our FTSE All-Share Tracker Fund or Climate Change Fund, but lower risk than either, so your capital is safer.Is it right for you?This investment could suit you if you are willing to take on more risk for a potentially higher return, or if you already have a core of tracker investments and are looking to diversify into riskier, actively managed funds with more potential upside.A good way to build up a core holding of stocks in your investment portfolio, particularly if you are new to investing.A good choice if you are looking for a better return than a deposit account but are not ready to invest in shares. Considered a 'half way house' between a deposit account and stock market shares.What are the charges?A 1.75% annual management charge and a performance bonus if we exceed key benchmarks in returns. Click here for full info.Just a single 1% annual management fee. That's it.Just a single 1% annual management fee. That's it.What are the minimum investments?Initial lump sum minimum of £500 and subsequent lump sums of at least £100. Or if you prefer, regular monthly savings of £50 or more.Minimum investment of just £1 as either a lump sum or regular amount.Minimum investment of just £1 as either a lump sum or regular amount.

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