Picking a fund

Let us know which fund you're interest in and we'll send you a pack tailored to your choice.

There are two options to choose from, including an ethical option.

Family Sovereign Fund

This fund invests in a wide range of investments, mainly UK and overseas shares, fixed-interest investments, property and alternative investments (like hedge funds and money market instruments).

Please read the Important Information booklet

Family Sovereign Fund Factsheet

Key Information Document

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Family Charities Ethical Exempt Fund

This fund is currently only invested in the Family Charities Ethical Trust, which invests mainly in UK shares of companies in the FTSE4Good UK 50 Index*.

Please read the Important Information booklet

Family Charities Ethical Exempt Fund Factsheet

Key Information Document

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All rights in the FTSE4Good UK 50 Index (the “Index”) vest in FTSE International Limited (“FTSE”). “FTSE®” is a trade mark of the London Stock Exchange Group companies and is used by FTSE under licence.

The Family Charities Ethical Exempt Fund has been developed solely by Family Assurance Friendly Society Limited. The Index is calculated by FTSE or its agent. FTSE and its licensors are not connected to and do not sponsor, advise, recommend, endorse or promote the Family Charities Ethical Exempt Fund and do not accept any liability whatsoever to any person arising out of (a) the use of, reliance on or any error in the Index or (b) investment in or operation of the Family Charities Ethical Exempt Fund. FTSE makes no claim, prediction, warranty or representation either as to the results to be obtained from the Family Charities Ethical Exempt Fund or the suitability of the Index for the purpose to which it is being put by Family Assurance Friendly Society Limited.