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.
At Sheffield Mutual, our Sustainable ISA products have been designed to offer our members the flexibility to make sustainable investments without sacrificing their principles.
Whether you are saving for your own future or planning for the next stage in your children’s lives, consider our range of sustainable investments to help your money start growing, along with your family.
Our Sustainable ISA and Sustainable Junior ISA products are the result of extensive research and development by Sheffield Mutual, during which we identified a diverse range of companies and investment opportunities that align with our sustainable values, enabling us to create our unit-linked Sustainable Fund.
In addition to adhering to our sustainable principles, our Sustainable ISA and Sustainable Junior ISA products also offer the same benefits as other types of ISA, including tax-free status on interest and bonuses.
Our members can transfer an existing ISA, start saving from £10 per month as part of our Regular Premium Sustainable ISA, or open a new ISA from as little as £100 with our Single Premium Sustainable ISA.
Alternatively, if you are looking for sustainable and responsible investment opportunities for your children, our members can start investing in their children’s future with our new Sustainable Junior 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.
At Sheffield Mutual, we’ve chosen our Sustainable Fund carefully to ensure that we are investing in companies with strong Environmental, Social, and Governance (ESG) principles.
This means that the businesses and investments that make up our Sustainable Fund are invested in improving the world for everyone, not just their shareholders.
Start your sustainable investment journey today by opening an account or transferring your existing ISA into our Unit-Linked Sustainable Fund.
Sheffield Mutual’s Sustainable Fund has been designed to provide our members with access to a diverse investment strategy that aligns with net-zero goals and the Principles for Responsible Investment (PRI).
In addition to the diverse investments held by the Sustainable Fund, all companies within the fund exhibit strong Environmental, Social, and Governance (ESG) characteristics, providing you with confidence that your investment is not being used to fund harmful industries.
ESG stands for Environmental, Social, and Governance, and is a framework used to assess companies and businesses that have strong principles in these three areas:
Environmental: Whether this business considers its environmental impact, including energy efficiency and waste reduction.
Social: Whether this business engages in fair labour practices, observes human rights, and is involved in its community.
Governance: Whether this business operates fairly in its management practices, including business ethics and shareholders' rights.
Please note: Our Sustainable ISAs are considered medium to high-risk products. If you prefer a lower-risk investment, consider our Regular Premium Investment ISA and 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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