Socially Responsible Investing

How do I choose this fund?

Each investment allocation (Cautious, Balanced and Adventurous) includes a global shares fund. You can choose for this fund to be socially responsible. For existing Moneybox users, you can choose to apply any changes you make to all of your existing investments or just those you make in the future.  

Please note that the ongoing fees for the SR fund are higher than for the standard global shares fund that Moneybox offer (0.18% compared to 0.12% per year).

Existing Moneybox users
You can change your investment allocation to include the SR fund by visiting Settings > Allocations in the app. Make sure you are on the latest version of our app.

New Moneybox users
You can select your investment allocation to include the SR option during registration – simply tap on the ‘Include Socially Responsible global shares fund’ button at the bottom of the starting options screen.

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It's important you know

All investing should be regarded as longer term. The value of your investments can go up and down, and you may get back less than you invest.

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