Choosing a fund

Funds on The Big Exchange

On The Big Exchange, you will only be able to buy investment products that have passed through our test to prove real positive contribution to people and the planet. We are pioneering a new way for people to invest, combining your financial returns with a social and environmental purpose that you care about.

What is a Bundle?

Hopefully you have enough information to choose an investment that lines up with your goals. However, if you want an even simpler way, we have another option.

We understand that getting started in investment can be daunting, and so we’ve put together three ‘bundles’ for you to choose from.

Created by an independent Investment Committee, these three bundles are based upon how much risk the investments take. Each Bundle is made up of a number of different funds, because having your money in more than one investment means that you are not putting all your eggs in one basket therefore the overall risk is reduced.

Cautiousinvestment
Cautious investment
Number of funds

10

Risk

Lower

Impact

Big

Aim
  • The aim of this bundle is to provide you a more stable return over the longer term but bear in mind that this also means that returns are likely to be lower than more higher risk investments.
Positive change ratings

10funds

ASI Ethical Corporate Bond Fund-15%Columbia Threadneedle UK Social Bond Fund-15%Quilter Cheviot Climate Assets Fund-15%Liontrust Sustainable Future Corporate Bond-10%Liontrust Monthly Income Bond-10%Pictet Nutrition-8%ASI Global Equity Impact Fund-7%Pictet Global Thematic Opportunities-6%Pictet SmartCity-4%Pictet Water-4%UBAM - Global Equity Sustainable Growth-2%

Cautious investment bundle - 2 gold, 7 silver and 2 bronze medal funds

Balancedinvestment
Balanced investment
Number of funds

10

Risk

Medium

Impact

Big

Aim
  • The aim of this bundle is to provide you with solid returns over the longer term through a selection of investments that balance risk and reward.
Positive change ratings

10funds

Liontrust Sustainable Future Corporate Bond-13%ASI Ethical Corporate Bond Fund-13%Pictet Water-11%ASI Global Equity Impact Fund-11%Columbia Threadneedle UK Sustainable Equity Fund-10%UBAM - Global Equity Sustainable Growth-10%Pictet SmartCity-8%Quilter Investors Ethical Equity Fund-5%AB Sustainable Global Thematic Portfolio-4%FP WHEB Sustainability Fund-3%Liontrust Sustainable Future Global Growth-3%

Balanced investment bundle - 2 gold, 9 silver and 0 bronze medal funds

Adventurousinvestment
Adventurous investment
Number of funds

8

Risk

Higher

Impact

Big

Aim
  • The aim of this bundle is to provide you with a group of investments that take a higher risk but with the potential for higher returns over the long term.
Positive change ratings

8funds

AB Sustainable Global Thematic Portfolio-10%Pictet Global Environmental Opportunities-10%Liontrust Sustainable Future Global Growth-10%FP WHEB Sustainability Fund-10%Pictet Timber-8%ASI UK Ethical Equity Fund-8%ASI Europe ex-UK Ethical Equity Fund-8%Quilter Investors Ethical Equity Fund-7%Pictet Clean Energy-7%Pictet Emerging Markets Sustainable Equities-7%ASI UK Equity Impact - Employment Opportunities Fund-6%

Adventurous investment bundle - 3 gold, 6 silver and 2 bronze medal funds

Full list

Those that feel ready to put their own portfolio together – or who want to combine a bundle with some picks of their own – can look through our full fund list below. Every fund listed here has gone through our rigorous test for positive impact, which you can read about here.

fund

Start investing with The Big Exchange and make your money count for more

By joining The Big Exchange, you’re doing a lot more than making your money work harder for you and others. You’re helping to start a movement that aims to transform the lives of millions of people by building a fairer financial system that works for everyone.

Start today Investing is not guaranteed to make you money.
Your capital is at risk.