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Fund details
Choose a single fund option which invests in shares of companies worldwide which the investment manager believes can benefit from the efforts to limit global climate change.
Winner of the Best Mutual Insurer for the 6th year running at the CFI.co 2024 awards.
Invest alongside other ISA types up to your annual £20,000 ISA limit.
Stay in control - stop, restart, increase or decrease your monthly payments anytime.
Please note that Scottish Friendly doesn’t offer a Cash ISA. Keep in mind stock market investments can go down as well as up, so you could get back less than you’ve paid in. Tax treatment depends on individual circumstances and tax rules could change in the future. If you cash in before the end of 5 years there will be a £50 deduction from your cash-in value.
Your single fund investment choice
Get yourself a My Climate Leader Select (ISA), and:
Invest from £20 a month, a £100 lump sum - or both.
Your money will be invested in a My Select investment policy within a Scottish Friendly ISA.
This policy then invests in our Climate Leaders fund.
This information together with the Key Information Document (KID) gives you an overview of the fund including any charges and should be read alongside the Product Guide.
Climate Leaders Fund
An investment which will give you exposure to companies worldwide which the investment manager believes can benefit from the efforts to limit global climate change.
More Scottish Friendly benefits
My Benefits Card
As a customer of Scottish Friendly when you register for My Plans and choose to go paperless, we’ll reward you with the My Benefits card which gives you access to fantastic savings and offers from thousands of leading retailers.
My Benefits Card
As a customer of Scottish Friendly when you register for My Plans and choose to go paperless, we’ll reward you with the My Benefits card which gives you access to fantastic savings and offers from thousands of leading retailers.
Important info before you get started
It takes around ten minutes to apply. You’ll just need your bank details and your National Insurance number to hand.
Please make sure you’ve read the Product Guide and Key Information Document.
Scottish Friendly doesn’t provide advice. The information provided should help you decide if the plan is suitable for you. If you’re not sure whether this plan is suitable, you should contact a financial adviser. Advisers may charge for providing such advice and should confirm any cost beforehand.
To apply for this ISA you need to be 18 or over and a UK resident. For the current tax year the overall maximum you can save across all your ISA types is £20,000. Please remember that this is a medium to long term investment (of at least 5 years, preferably 10). Your investment will grow free from tax, except for any tax we pay on your behalf (such as on dividends from UK shares). Tax treatment will depend on your own circumstances and may be subject to change in the future. Investments can go down as well as up and you may get back less than you’ve paid in.
Why invest with Scottish Friendly?
We've been helping families for over 160 years
Our contact centre is based in the UK
With no shareholders we work hard for you
Trusted by 838,000 investors and looking after assets worth £4.6 billion, as of 25th April 2024
My Plans app
Take control of your Scottish Friendly ISA and Junior ISA investments wherever you are with the My Plans App. It offers a secure and easy way to manage your accounts, check your investments, and make changes on the go.
On your mobile or tablet, open the camera and point your device at the QR code. A link will pop up, tap this, and you’ll be taken straight to download the app.
