Social Responsible Investment (SRI) takes account of a company’s performance in social, environmental and human rights areas, as well as looking at financial performance, in coming to an investment decision.

The FTSE4Good Advisory Committee has developed principles and selection criteria against which companies can be judged.

The FTSE4Good UK Index is principally composed of large and middle-sized companies and provides a broad sector spread. As a tracker fund it will follow the success of these companies but like any equity investment this should be viewed as a medium to long term investment.

Yes – It is clear that increasing consumer pressure can be a very effective tool to encourage change.

UNICEF will receive a significant proportion of the annual management charge from the Fund, representing up to 40% of the Manager’s net annual management revenue, allowing the investors to contribute to charity whilst investing in the future.

No, the contribution to UNICEF will be made by Close Fund Management from the fees which it charges for managing the Fund. 

Investments can be made in the Fund directly; or via an ISA Application or ISA Transfer; or by a PEP Transfer.

If you wish to invest; either

i) Contact you financial advisor; or

ii) Complete and return the relevant application form ( green for Shares, lilac for ISA and ISA Transfer, peach for PEP Transfer) along with your cheque, where applicable, made payable to

Close Fund Management Limited; or

iii) Telephone your order to our dealers on 020 7762 8482 (not available for PEP Transfers and/or ISA Applications or Transfers)

iv) Visit our website www.closefm.com, access an application form, complete your details, print it out and post it to us along with your cheque made payable to Close Fund Management.

You can start investing in the Fund for as little as £1,000; regular monthly savings can start from £100 per month.

The initial charge is 4%, the annual management charge 1%.

If you invest via trackerfunds.com you will receive a discount of 2.5%,  reducing the initial charge to 1.5%.

UNICEF will receive up to 40% of the net annual management charges from The FTSE4Good UK Fund.

When you have made a lump sum unit trust investment in the Fund you will receive a contract note, which should be retained. This will detail your investment and include information on the price and number of units you have bought.

The price of units changes on a daily basis and the up to date price of units can be found in The Financial Times and The Daily Telegraph or by telephoning 020 7762 8482.

The Fund is available for investment in an ISA and qualifies for PEP transfers. This means you can transfer holdings from your existing general PEP and/or your Stocks & Shares ISA into the Fund, in accordance with the rules laid down by the Inland Revenue.