Family Charities Ethical Exempt Fund

What is this fund factsheet for?

Where is the fund invested?

The objective of the Family Charities Ethical Exempt Fund is to achieve medium to long-term growth by investing in higher risk UK investments. To achieve its objective the Fund invests in one or more collective investment schemes. The Fund will aim to invest up to 100% indirectly in assets like UK equities.

This fund provides broad investment in UK companies, while applying environmental and ethical screening to avoid companies with poor practices.

What Are The Risks?

We invest in stocks and shares because we believe there is good potential for growth over the long-term. However, there is no guarantee that this will happen and the value of the investment can fall as well as rise. This means that it is possible to get back less than has been paid in.

Annual management charge
Various - see the ‘Past performance’ table below

Launch date
September 1996

Last updated
20 July 2026

Fund manager
OneFamily

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Important

OneFamily cannot offer financial advice, but we are happy to provide information about our products and answer any questions that do not require advice. If you think getting independent financial advice could help you make an informed decision, please keep in mind that there will be costs involved.