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View our pitch

The ISA that helps
save the planet

Take your climate action to the next level with our tax-free Stocks & Shares ISA.

Capital at risk. Tax treatment depends on individual circumstances and is subject to change.

Start investing
from £25

Be confident with actively
managed portfolios

Open an ISA or
transfer an existing
one

How is our ISA different?

We don’t just talk the talk when it comes to climate. Our expert investment team digs deep to select the companies and funds that are actively tackling climate change and show the best potential for financial returns.

Invest more sustainably, whatever your situation

New to ISAs?

An ISA, or Individual Savings Account, lets you save up to £20,000 a year tax-free. Our Stocks & Shares ISA invests in companies and funds that actively fight climate change. So it’s a great way to set long-term financial goals while doing your bit to save the planet.

Get started

Got a cash ISA?

If you’ve already got a cash ISA, you can add a Stocks & Shares ISA into the mix in the same tax year, or switch from your cash one, tax-free. And with our ISA, you can rest assured that you’re taking care of the planet’s future and your own.

Got a Stocks & Shares ISA elsewhere?

Put your savings to better use for the planet and achieve your financial goals by transferring your existing ISA to us. For peace of mind that you are investing your money into real climate solutions.

How to transfer

Tailored to your risk profile

Choose the risk profile most suited to you by selecting from one of three curated options.

Cautious

A lower risk portfolio weighted towards more stable investments

Equity

27.5%

Fixed income

65.5%

Cash

1%

Alternative

6%

Performance -3.82%

Benchmark -3.27%

Balanced

A portfolio with a balance of risk and reward

Equity

53.0%

Fixed income

41.5%

Cash

2.5%

Alternative

3.0%

Performance -4.73%

Benchmark -2.98%

Adventurous

A portfolio with more dynamism and a higher risk profile for long-term growth

Equity

75%

Fixed income

19.5%

Cash

1.5%

Alternative

4%

Performance -5.71%

Benchmark -2.75%

With investing, your capital is at risk. This is an indicative portfolio breakdown. Your breakdown may vary slightly based on your investment amount and adjustments to maximise performance. Performance based on last 12 months up to 30 June 2022. Returns are illustrative only. Past performance is not a reliable indicator of future performance. The portfolios were established on 21 August 2020. Respective benchmarks based on comparative portfolio composition data using MSCI World and the Barclays Global Aggregated Bond Indices.

Clim8 performance

Track the past investment performance of our 3 ready-made portfolios and feel confident that you are investing both for impact and growth.

Performance period

20/08/2020 – 06/2022

Clim8 portfolio

00.0%

Yearly average

Benchmark

00.0%

Yearly average

The performance is displayed since inception and up to 30 June 2022. Past performance is not a reliable indicator of future performance. Performance is stated net of fees, prior to the deduction of tax.

Performance period

20/08/2020 – 06/2022

Clim8 portfolio

00.0%

Yearly average

Benchmark

00.0%

Yearly average

The performance is displayed since inception and up to 30 June 2022. Past performance is not a reliable indicator of future performance. Performance is stated net of fees, prior to the deduction of tax.

Performance period

20/08/2020 – 06/2022

Clim8 portfolio

00.0%

Yearly average

Benchmark

00.0%

Yearly average

The performance is displayed since inception and up to 30 June 2022. Past performance is not a reliable indicator of future performance. Performance is stated net of fees, prior to the deduction of tax.

Affordable & transparent investing

Service fee

  • 0.6%
    Annual management fee, calculated and charged monthly in arrears

    For example, for a £5,000 investment, the charge would be £2.50 a month

Product costs

  • 0.35-0.5%
    Blended costs for shares and funds in the portfolio. This can vary over time as we seek to optimise your investments

Peace of mind

  • Your personal information is bank level encrypted
  • Your assets are protected by the Financial Services Compensation Scheme (FSCS) up to a limit of £85,000

Ready to invest for impact and growth?

Open an ISA

With investing, your capital is at risk