Ethical Performance
inside intelligence for responsible business


With-profits SRI fund first for NPI

November 2000

NPI has launched the first ever with-profits fund into the UK’s socially responsible investment (SRI) market.

The Socially Responsible With-Profit Fund is targeted at retail investors. It will be managed by Henderson Global Investors and will put half its money into UK equities.

With-profits funds, which guarantee yearly bonuses to fund members, have been a difficult area for SRI as they involve far wider exposure across the stock market. Many believe they could make SRI attractive to a much wider audience.


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