Compare our funds
| FTSE Tracker Fund | Climate Change Fund | Bond and Gilt Fund | |
|---|---|---|---|
| Fund in brief | Passively managed (tracks the movement of the overall FTSE All-Share Index)
Spreads your investment across every one of the 600+ companies listed on the London Stock Exchange | Actively managed fund Invests in companies aiming to drive outstanding profit growth who have a lighter than average environmental footprint | Invests in lower risk corporate bonds and government gilts |
| Aim of the fund | Make your money grow | Make your money grow | Provide a regular income |
| Potential risk and return | Higher risk than our Bond and Gilt Fund but potential for higher returns. Lower risk than our Climate Change Fund but without its potential to outperform the UK stockmarket | Higher risk than our FTSE and Bond and Gilt funds but with the potential for higher returns | Lower risk than our FTSE and Climate Change Funds. But less growth potential than either |
| How long should I invest for? | With stocks and shares funds the value of your money can go up and down. It's recommended you only invest if you can afford to leave the money invested for at least 5 years | With stocks and shares funds the value of your money can go up and down. It's recommended you only invest if you can afford to leave the money invested for at least 5 years | With a bond and gilt fund the value of your money can go up and down. It's recommended you only invest if you can afford to leave the money invested for at least 5 years |
| What is the minimum investment? | Minimum investment of £1 as either a lump sum or regular amount | Initial lump sum minimum of £500 and subsequent sums of at least £100. Or regular monthly savings of £50 or more. | Minimum investment of £1 as either a lump sum or regular amount |
| What is the maximum investment? | You can invest up to £1 million | You can invest up to £1 million | You can invest up to £1 million |
| What are the charges? | 1% annual management charge | 1.75% annual management charge
Performance fee if the fund exceeds key benchmarks in investment returns | 1% annual management charge |
| A good choice if... | ...you are looking for an investment that will track overall stock market growth | ...you're looking for a fund that aims to outperform the stock market - and are prepared to take a higher risk to aim for that return | ...you are looking to reduce the risk of your investment or you want to earn an income from it |
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