FTSE index fund

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2.5% Discount

Initial Charge reduced from 4% to 1.5%

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Fund Objective

The FTSE4Good UK Fund is an open ended investment company, whose objective is to track the performance of the FTSE4Good UK Index.

As well as creating a universe of socially responsible stocks, the new FTSE4Good Index is the first to provide a benchmark for socially responsible investment in the UK and will generate an important source of income in support of UNICEF.

 

The Background

Socially responsible investing has become a key issue for many investors.   We enter the 21st century faced by a number of huge global challenges.   Economic development, sustainability of natural resources, protection of the environment and social justice are just some of the major issues facing society.

Business is an integral and influential part of society, and as such has a vital role to play in shaping the future.   Across the world, forward-looking companies have increasingly embraced corporate responsibilities striving to have a positive impact on social justice and environmental sustainability.   This has also helped them to manage their businesses better, capitalise financially on the growing awareness of social responsibility and mitigate business risk.

Socially responsible investment has also become an important issue for the investment community.   Investors, as consumers, are worried about the world they live in – congestion, climate changes, food scares, to name but a few of the current issues.

As a result, a growing number of institutions and individuals want their investments to make a positive contribution to the world rather than be linked to the exploitation of people and the environment.

They recognise that companies that address these challenges are likely to be well managed, reap future rewards and avoid risk, making them a desirable part of any well managed investment portfolio.

So, why invest in FTSE4Good?

 

This document is issued by MBO Advisory Partners who are regulated by the FSA.

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