Align your savings goals with making a positive change.
Sustainable investing refers to types of investments that aim to have a positive outcome on Environmental, Social and Governance (ESG) initiatives whilst aiming to generate long-term financial returns.
Our Sustainable Fund lets you invest in a highly diversified investment, with strong ESG characteristics, spreading the risk across different assets, such as equities, bonds and cash.
Savings with a sustainable focus in mind
Savings that work hard for you and the planet
Risks you should be aware of:
Our Sustainable ISA is a medium to high risk investment fund, which means the value of your investments may go up or down and you could get back less than you invested.
Tax treatment depends on individual circumstances and may be subject to change in the future.
For every Sustainable ISA / Sustainable Junior ISA that is opened, we will plant one tree. We will also plant another tree for every £10,000 / £4,500 lump sum you invest into the ISA!
Take a look at the Sheffield Mutual forest by clicking the link below.
Our sustainable investing accounts let you grow your savings while staying true to your values. Investing or transferring into our unit-linked Sustainable Fund allows you to enjoy potential tax-free growth while supporting strong Environmental, Social and Governance (ESG) Principles.
Save from just £10 a month with our Regular Premium Sustainable ISA, or add a £100 lump sum into our Single Premium Sustainable ISA. Please note this is a medium to high-risk investment fund. For a medium to low risk alternative, see our Investment ISA.
For more information on the risks involved with this product, please refer to the relevant ‘risks you should be aware of’ section on the product page.
With sustainable investing, you don’t have to sacrifice your values for profit. Our Sustainable ISA lets you support positive social and environmental goals while building long-term wealth. It’s a convenient, tax-free way to invest up to £20,000 each year, with the potential for higher returns than a cash ISA. Open an account today or transfer an ISA to us, and we’ll handle the process.
Sheffield Mutual’s Sustainable Fund aligns with net-zero goals and the Principles for Responsible Investment (PRI). It offers a diversified investment strategy, focusing on companies with strong Environmental, Social, and Governance (ESG) characteristics. ESG is a way to assess companies based on three key areas:
Environmental: Their impact on the environment, including energy efficiency, carbon emissions, waste management, and resource use.
Social: This factor evaluates labour practices, human rights, and community involvement.
Governance: This examines management practices, including business ethics, internal controls, and shareholder rights.
Please note that our Sustainable ISA is a medium to high-risk product. If you’d prefer a lower-risk option, why not try our Regular Premium Investment ISA or Single Premium Investment ISA?
We are here for you at all stages of your journey; our support articles cover a wide variety of topics and are designed to put you in control of your money.
We do not invest knowingly or directly in industries relating to armaments, tobacco, gambling or pornography
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