Ethical investing

Invest based on your values

  • Globally diverse

In the past, ethical investing was the only option if you wanted to invest in companies aligned to your values. But this ‘good money’ sector has moved on a lot in recent years.

And ethical is now just one of many options you can choose from.

  • Amanda Young, Head of Responsible Investment, Standard Life Investments "Today’s choice of values-based investment funds
    means you can make positive financial decisions
    that support your values and morals."

ETHICAL Tends to follow a moral-based screening process that excludes industries such as tobacco, gambling and armaments, while seeking companies that contribute positively to the environment and society.

SRI Sustainable and responsible investment seeks to invest in the most sustainable companies, those that manage their environmental, social and community impacts for the greater good of society.

IMPACT Invests in companies that aim to achieve a measurable positive social or environmental impact in addition to a financial return.

GREEN Invests in companies involved in improving the environment.

SHARIAH Derives its principles from Shariah - Islamic law. To comply with Shariah, investment is not allowed to earn interest.

A choice of values-based investment options

We have a core range offering a choice of options, including both active and passive funds, to suit your individual financial objectives and your personal values.

In an active fund, managers use research and analysis to ‘actively’ seek out companies which reflect the values of the fund. A passive fund tends to take a more exclusionary approach – simply excluding companies that don’t meet its screening criteria.

Active fundsPassive funds

In our core range, these are managed by Standard Life Investments. Its Responsible Investment Team was voted No. 1 team for SRI/ESG in the Extel 2015 Leading UK Asset Management Firm Awards.

Our core passive funds are provided by selected external managers, Vanguard and HSBC Global Asset Management.

These dedicated experts use research, analysis and engagement with companies to fully understand the ethical, social and environmental issues affecting clients’ investments.
Find out more about their approach and criteria >

These managers have designed funds which offer broad coverage of the market, but exclude investments which don’t meet specific socially responsible or religious principles.
Find out more about their approach and criteria >

We also offer an actively managed UK social bond fund, which was developed by Big Issue Invest in partnership with Columbia Threadneedle Investments.

 

 

As well as this core range, ISA and Self-Invested Personal Pension (SIPP) customers can choose from a wider range of funds managed by other well-known ethical and socially responsible investment managers. Find out more about your options >

Find out more

You’ll find an introduction to the philosophy and strict criteria behind our core range of values-based investment funds in our guide.

If you want to know more about environmental and social trends, and company engagement you can read the latest insight from the experts at Standard Life Investments.

To find out where our core values-based funds invest and how they’re doing, see the fund factsheets below.

Have you heard about Good Money Week?

30 October- 5 November 2016

Standard Life Investments are the lead sponsor of this campaign which aims to make sure people know they have ethical and sustainable options when it comes to investing.

Find out more.
Actively managed funds Passively managed funds
The active funds in our core values-based fund range invest in companies selected through rigorous research to assess how they manage environmental and social issues. The passive funds in our core values-based fund range offer broad market coverage but exclude investments which don't meet specific socially responsible or religious principles.
Standard Life Ethical Pension Fund
(Pension)
Fund factsheet
SL Vanguard SRI European Stock Pension Fund
(Pension)
Fund factsheet

Vanguard SRI European Stock Fund
(ISA)
Fund factsheet
SL SLI Ethical Corporate Bond Pension Fund
(Pension)
Fund factsheet

Standard Life Investments Ethical Corporate Bond Fund
(ISA)
Fund factsheet
SL Vanguard SRI Global Stock Pension Fund
(ISA)
Fund factsheet

Vanguard SRI Global Stock Fund
(ISA)
Fund factsheet
SL SLI European Ethical Equity Pension Fund
(Pension)
Fund factsheet

Standard Life Investments European Ethical Equity Fund
(ISA)
Fund factsheet
SL HSBC Amanah Global Equity Index Pension Fund
(ISA)
Fund factsheet
SL SLI UK Ethical Pension Fund
(Pension)
Fund factsheet

Standard Life Investments UK Ethical Fund
(ISA)
Fund factsheet
 
SL Threadneedle UK Social Bond Pension Fund
(Pension)
Fund factsheet

Threadneedle UK Social Bond Fund
(ISA)
Fund factsheet
 

Keep up-to date with the latest investment news and expert opinion.

INVESTING

Charities, ethical investing and air pollution

INVESTING

Investing – get the basics right

RESPONSIBLE INVESTING

Responsible investing papers

GOOD MONEY WEEK

Good Money Week, 30th October - 5th November 2016

The value of investments within funds can fall as well as rise and is not guaranteed – you may get back less than you pay in.