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Invest With Avalon And Help WaterAid

 Give and grow with Socially Responsible Portfolios!

About WaterAid  

WaterAid is the international non-government organisation dedicated exclusively to the provision of safe domestic water, sanitation and hygiene education to the world's poorest people.

Safe water and sanitation are now recognised as human rights, vital for everyone in the world, yet a billion people still don't have access to safe water and over two billion people are without sanitation.

The lack of these essential services traps people in a stranglehold of poverty, and causes a child to die every 15 seconds from water related diseases.

How can you help using Socially Responsible Investment (SRI)?

Socially responsible investment (SRI) describes investments that combine financial objectives which concern social, environmental and ethical issues. Consumers who invest in SRI can advance positive social and environmental goals.

Have confidence in your investments

If you decide to make an ethical investment, you wont be alone.

According ot the Ethical Investment Research service (EIRIS), £6.8 billion is invested in UK retail ethical funds (as at December 2008) and around 78% of the assets of the largest pension funds incorporate SRI principles into their investment process.

Minerva Fund Management will set up and monitor 'best of the best' SRI fund models using the largest ethical fund management companies, rebalancing the models for optimal performance when they deem it necessary.Aberdeen

       

                  

 

          

The Models

There are 5 Socially Responsible Models actively managed by Minerva Fund Management Limited; Adventurous Portfolio, Adventurous Saver, Balanced Growth Portfolio, Balanced Income Portfolio and Conservative Portfolio.

The Adventurous Saver is aimed at individuals who wish to subscribe on a monthly basis, so unlike the Adventurous Portfolio, it excludes investment trusts and equities to avoid the additional dealing charges associated with these investment types. 

Portfolio construction and ethical screening is provided by Jeremy Newbegin, director at the Ethical Partnership Limited.

Our Commitment

Access to Socially Responsible Portfolios is by way of an investment in an Avalon Freedom ISA, Freedom Portfolio or Freedom Self Invested Personal Pension.

To demonstrate our commitment to WaterAid, for every WaterAid Freedom ISA, Freedom Portfolio and Freedom Self Invested Personal Pension application we receive, Avalon will donate 10% of our annual management fee arising from these products to WaterAid.

WaterAid Pack

To request a Socially Responsible Portfolio/WaterAid brochure simply go to the 'Contact Us' section of the website and enter your details and we will get one out to you by return of post. Application forms and Minerva Discretionary Fund Management Agreements can be down loaded from the 'download' section of this site.

We strongly recommend you take the advice of a suitably qualified independent financial adviser before making an investment of this nature.

Photograph:                                                                         Courtesy of: Skogafoss Waterfall Iceland                                                   Els Alphenaar