filmuncher My investments

Looking around for new options …

And might as well sling ’em in here for now. So I have two things to research, I have some money to invest and some tax-free investments to reinvest

I of course want to max out my 20,000 allowance on an IFISA, the options I have are to use Abundance, Energise Africa or Triodos. Annoyingly you have to pick only one option for eveyr tax year, you can’t split the allowance. And right now options are limited, although there’ll be some more offers along soon… Normally they are around 5-7% which is not too shabby.

Otherwise I am searching for options, on platforms such as Ethex, Energy4All and Triodos (they have a sterling bond out later this month).

To check:

2

Tax-free investments:

“Ethical” keyword search gives the following hits on my investment platform (filtered for accumulation) … we’ll see just how ethical they are…

Aegon Ethical Cautious Managed (Class B) Accumulation – MEH

Aegon Ethical Equity (Class B) Accumulation – MEH

AXA IM Ethical Distribution (Class Z) Accumulation

Legal & General Ethical (Class I) Accumulation – MEH

Liontrust UK Ethical (Class 2) Accumulation

Premier Ethical (Class C) Accumulation NOPE, review here

Quilter Ethical (R Class) Accumulation – MEH

Rathbone Ethical Bond (Class I) Accumulation – NOPE, review here

Royal London Ethical Bond (Class M) Accumulation – NOPE,

Troy Trojan Ethical Income (Class X) Accumulation NOPE, review here
Unicorn UK Ethical Income Accumulation – NOPE, review here

Hmmm reviewing the shitness that is Premier, Rathbone and Unicorn makes me dispirited, but this article gives me hope and mentions Liontrust, Trojan and Royal London so I’ll carry on …

Trojan is awful!

Also need to revisit Jupiter Responsible, now done, still need to disinvest