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What are
'green' ISA's?

What do we mean by 'green' ISA?

The 'green' ISA is also commonly known as a Sustainable and Responsible Investment (SRI). This means investing money in a way that considers the impact which different companies have on society and the environment, as well as looking at how responsible they are in managing the effects of what they do.

SRI is an approach to investing which aims to integrate financial performance with social, environmental and corporate responsibility.

Is a 'green' ISA right for me?

More and more people are beginning to answer 'yes' to this question. Just ten years ago very little attention was given to issues such as climate change and waste recycling. Times have changed, and sustainable and responsible investment is becoming much more of a mainstream choice.

If you believe in taking responsibility for the well being of future generations as well as our own - and think that corporate organisations should do the same - then you may well conclude that sustainable and responsible investment is the way to go.

Once you've made your decision, you could hardly pick a more experienced fund provider than Norwich Union. Our range of 'green' funds are the broadest in the UK - and it's managed by the Morley Sustainable Future team, one of the most experienced sustainable and responsible investment teams in Europe. They only select companies if they believe they have the potential for good performance, in addition to meeting all other selection criteria.

What 'green' ISAs do Norwich Union offer?

Whether you're looking for income, growth - or a bit of both - Norwich Union's range of six Sustainable Funds and one Ethical Fund is one of the most comprehensive in the marketplace. When considering your options there are some considerations which should be borne in mind. For instance, you should be aware that the value of an investment and any income from it can go down as well as up, which means that you may not get back the amount you originally invested.

You can choose to invest in any of these funds:

You can invest in these funds from as little as £50 per month or a lump sum of £500 per fund, to £7,000 in the 2007 to 2008 tax year. ISA investment levels are due to change from 6 April 2008, please view our Guide to ISA's 2008 for details.

Typically, our charge for setting up your investment varies between 4% and 5%. Your total annual fund charges will vary between 1.03% and 1.58%.

Please note ISAs are medium to long term investments

Through the Sustainable Futures ISA Investing for income:

Investing for growth:

Investing for a combination of income and growth:

Through the Investment Fund's ISA Investing for growth:

For copies of Simplified Prospectuses and full Prospectuses at no charge, please write to us at: Norwich Union Collective Investments Limited, PO Box 530, York YO90 1WA.

 

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Norwich Union Life Direct Limited. Registered in England No 4409793. Registered Office: 8 Surrey Street, Norwich, NR1 3NG. Norwich Union Life Direct Limited is an appointed representative of the Norwich Union Marketing Group, members of which are authorised and regulated by the Financial Services Authority, for life assurance, pensions and investments. Advice given by Norwich Union Life Direct Limited will relate only to the products of the Norwich Union Marketing Group.