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Ethical ISA Ideas 2020

Posted by Adrian Lowcock in Press releases category on 26 Feb 20

The UK, Japan and emerging markets are three attractive themes for investors to consider in the current ISA season, according to Adrian Lowcock, Head of Personal Investing at Willis Owen, the online investment service provider.

Funds that Adrian would recommend as investments in these themes include the Merian UK Mid Cap, Man GLG Japan Core Alpha and Lazard Emerging Markets funds.

ASI UK Ethical Equity - Long-standing manager Lesley Duncan follows a strict ethical approach. This involves applying both negative and positive criteria, with a number of companies and industries screened in or out of the universe depending on their impact on the environment or society. Exclusions include: companies that cause environmental damage, animal testing, genetic engineering, intensive farming, alcohol, gambling, pornography, tobacco and weapons. Positive inclusions include: environmental technology and pollution control companies, companies that promote equal opportunities, companies that donate to charities or are strongly involved in the community, and companies with good principles of business behaviour and ethics. We believe the fund is a good choice for anyone who wants to embrace a socially responsible approach to investing in the UK.

Royal London Sustainable Leaders  - Manager Mike Fox has been running this strategy since 2003. He looks to provide above-average capital growth by investing in companies that have a positive effect on the environment, human welfare and quality of life. The fund invests predominantly in the UK but with some exposure to the US and Europe. The portfolio consists of shares in companies involved wholly or in part in the manufacture of products, industrial processes or the provision of services associated with improving the environment and the enhancement of human health and safety. The fund manager also invests in companies whose management are making above-average efforts in corporate responsibility.

Stewart Investors Wldwd Sustainable - This global equity fund, co-managed by Nick Edgerton and David Gait, draws on the market-leading research and stable investment team at Stewart Investors. Although the strategy is reasonably new, launched in 2012, the process behind this fund has been in place since the 1990s. Fundamental analysis of companies with a heavy focus on the sustainability of their earnings and business models is core to stock selection. There is also preference for high-calibre management and healthy balance sheets leading to a bias to defensive growth shares. The extensive, independent and insightful research has delivered decent performance for investors since inception and we think it should continue to deliver sustainable returns.