Socially Responsible

Invest for your future in a way that’s more aligned with your values.

Support companies with better environmental, social and governance practices around the world.

This is a longer term (at least 3-5 years) investment product, and as with all investing, your capital is at risk.

Introducing SR investing

  • We understand when it comes to investing, ethical and sustainable factors are increasingly important for our world today and into the future. That’s why we’ve partnered with Old Mutual Investment Group to introduce a Socially Responsible (SR) fund, featuring environmental, social and governance (ESG) scoring.

What is ESG?

  • E - Environmental. The environmental criteria measure a company’s impact on the environment, such as energy efficiency and its emissions and waste.
  • S - Social. The social criteria track various performance measures ranging from a company’s policies and record on human rights, right through to responsible employment practices.
  • G - Governance. The governance criteria assess and measure how the company is run; from internal controls to leadership, as well as executive pay and shareholder rights.

What else should I know?

  • Each investment allocation (Cautious, Balanced and Adventurous) includes a global shares fund. You can choose for this fund to be Socially Responsible (SR).
  • Check out the Moneybox Blog for a deeper look into SR investing.
  • Ongoing fees for the SR global shares fund are higher than for the standard global shares fund Moneybox offers (0.18% compared to 0.12% per year).
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Your investments are covered by the government's Financial Services Compensation Scheme up to a limit of £85,000.

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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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