socially responsible funds
The Amity range of Socially Responsible Investment funds
Investment policy
All the Amity Funds seek to invest in a portfolio of companies which make a positive contribution to society and the environment through sustainable and socially responsible practices. They will seek to avoid investment in certain areas such as companies which have a material involvement in alcohol, tobacco and strategic armaments, gambling and publication of violent or pornographic materials.
The Amity UK Fund
This Fund aims to achieve long term capital growth and a reasonable level of income by investing principally in UK companies. Launched in 1988 (formally the Amity Fund) this was Ecclesiastical's first retail fund and one of the UK's original socially responsible retail funds. The Fund has been managed by Sue Round, Ecclesiastical's Head of Investments, since launch.
The Amity European Fund
The objective of this Fund is to achieve long term capital growth with a reasonable level of income mainly by investing in a broad range of European equities.
This fund provides the opportunity to invest in European companies with strong socially responsible policies.
The Amity International Fund
Long term capital growth with a reasonable level of income through a diverse range of international companies is the goal of this Fund.
The Fund offers the opportunity to invest in socially responsible screened investments on a global basis, allowing exposure to some of the more rapidly growing regions and the benefit of greater diversification.
The Amity Sterling Bond Fund
Attractive income is the objective for this Fund, to be achieved by investing in UK Government and good quality sterling fixed interest securities. This includes investments in government bonds, corporate bonds, preference shares, convertibles and other loan stock.
As with all Amity funds the investments made will be subject to our negative and positive screening. This means you can be confident you're enjoying profit without compromising your principles.
Contact us
To find out more about the Amity range of socially responsible investments, please contact your usual financial adviser or call us on 0800 107 0190 from 8am to 6pm, Monday to Friday (excluding bank holidays). Alternatively email us at financial_services@eigmail.com.
