Family Ethical Equity ISA (stocks and shares)

The Family Ethical Equity ISA (stocks and shares) allows you to invest tax-efficiently with regular payments from as little as £50.

You can request an information pack from us today.

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How we invest

This product invests in a unit trust called the Family Charities Ethical Trust, which aims to achieve long-term growth by investing in UK shares that track the performance of the FTSE4Good UK50 Total Return Index*.

  • You can invest with regular or one-off payments from as little as £50. 
  • ISA payment limits of £10,680 for the current tax year, or £890 per month apply. These limits are subject to any payments you are currently making into a cash ISA.
  • No fixed term - the Family Ethical Equity ISA is a medium to long term investment.
  • Because the Family Ethical Equity ISA invests in stocks and shares, its value can go down as well as up, and you could get back less than was paid in. 

It's easy to save with the Family Ethical Equity ISA. Just click the link to request a pack, fill in your details, and we'll send you a full information pack and application form.

Please remember that tax advantages depend on individual circumstances and the tax treatment of the Family Ethical Equity ISA may change in the future.

Download 'All you need to know about the Family Ethical Equity ISA'

A Simplified Prospectus is included in the document 'All you need to know about the Family Equity ISA', which is linked to above, and which will be sent to each applicant. This document and the Full Prospectus are also available on request by writing to us.

For more information about the fund this product invests in, view the fund fact sheet.

Its aims

  • To provide a way for you to invest tax-efficiently over the medium to long term.
  • To provide you with a tax-free lump.
  • To achieve growth by investing in shares that track the performance of the FTSE4Good UK 50 Total Return Index.




Your commitment

  • You can open a Family Ethical Equity ISA with a £500 lump sum or by committing to invest at least £50 a month by Direct Debit.
  • You may also make additional one-off payments of at least £50.
  • You don't have to maintain monthly payments or save for a set period of time, but, as the investment is linked to the stock market, you should be prepared to invest for at least five years.

The risks

  • Because the money in the Account is invested mostly in stocks and shares, its value can go down as well as up. You may get back less than has been invested.
  • If the value of your ISA falls unexpectedly shortly before you want or need to withdraw the money, it could mean that you do not have enough money to meet your needs.
  • If you decide to cancel and the value of the Account has fallen, the amount returned to you may be less than the amount invested.
  • The tax advantages of ISAs depend on your individual circumstances and the tax treatment may change in the future. If this happens, the potential growth on your Account may be reduced.
* "FTSE ®" is  trademark jointly owned by the London Stock Exchange Plc and the Financial Times Limited and is used under license by FTSE. FTSE does not sponsor, endorse or promote this product.