The Stakeholder Ethical Fund is invested primarily in UK equities to provide good long term growth prospects. The Fund also invests in UK corporate bonds to provide an element of price stability. In the medium term this Fund may invest internationally. However, there will always be a bias towards the UK.
The choice of equities and bonds is restricted by the Ethical Policy which, for example, prevents investment in companies which damage the environment or test cosmetics on animals. Companies making a positive contribution to society, for example, those with environmental initiatives, will be favoured.