Investor Views: Why I am Prioritising Ethical Investments

New investor Staci West wants her pension and ISA to help make a difference, and so has picked funds with a sustainable mandate

Emma Simon 10 October, 2018 | 12:35PM

Staci West is new to investing, although she has put cash aside for a number of years into savings accounts. She says: “Over the past couple of years my husband and I have been saving into a cash ISA, first to help pay for our wedding and then to finance his masters degree in cognitive behavioural therapy for children and young people.”

New investor Staci West and her husband Richard and her dog Kendall ethical investors sustainable investing ESG

But now those financial goals have been met, West and her husband are looking to raise a deposit for a house, as well as planning for retirement. As a result, they have started to look more seriously at their investment options.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Rathbone Ethical Bond I Acc231.73 GBP0.04
SLI UK Ethical Inst Acc235.00 GBP-0.30
Stewart Investors AsiaPac Ldrs B Acc GBP771.70 GBP-1.07

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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