A fund that will give your investments some social impact

A new socially responsible investing trust backed by blue-chip investors allows investors to do well from doing good.

Kids on a climbing frame
One project the trust backs is designed to improve children’s relationships with their families
(Image credit: © Getty Images/iStockphoto)

Before environmental, social and governance (ESG) investing came along there was SRI: socially responsible investing. Whereas ESG tries to be many different things, SRI involves investing in local communities, charities, and social enterprises and achieving a direct, measurable impact. You should also, hopefully, make a profit.

Big Society Capital, a major player in this sector, estimates that the investable high-impact segment of the UK market will be around £10bn-£15bn by 2025. Perhaps the most prominent securities in this context are retail charity bonds, which are issued by leading charities and listed on the London Stock Exchange.

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David C. Stevenson
Contributor

David Stevenson has been writing the Financial Times Adventurous Investor column for nearly 15 years and is also a regular columnist for Citywire. He writes his own widely read Adventurous Investor SubStack newsletter at davidstevenson.substack.com

David has also had a successful career as a media entrepreneur setting up the big European fintech news and event outfit www.altfi.com as well as www.etfstream.com in the asset management space. 

Before that, he was a founding partner in the Rocket Science Group, a successful corporate comms business. 

David has also written a number of books on investing, funds, ETFs, and stock picking and is currently a non-executive director on a number of stockmarket-listed funds including Gresham House Energy Storage and the Aurora Investment Trust. 

In what remains of his spare time he is a presiding justice on the Southampton magistrates bench.