Socially Responsible Investing

Invest in a better world

Get the same award-winning Wealthsimple features in a portfolio that advances socially responsible initiatives.

Invest according to your values

Invest in socially responsible initiatives across the globe, so you can be well-diversified while helping build the world you want.

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How we build your SRI portfolio

We invest your money across the entire stock market using a range of global SRI funds that are carefully screened and weighted for environmental, social and governance factors, as well as for performance.

  • 8%UKSR
  • 6.96%SUUS
  • 2.11%IESG
  • 0%UB45
  • 0%SUJS
  • 1.78%SUES
  • 1%INRG
  • 28%IGLT
  • 4%UC98
  • 48%GIL5
  • Adjust Risk level to see composition:Risk Level

    ConservativeBalancedHigh Growth
    • UKSR
      Investing in large, mid and small cap companies listed in the UK, across industries
    • SUUS
      Exposure to US large and mid cap companies over a range of industries
    • IESG
      Over 100 companies spread across Europe and a variety of industries
    • UB45
      Investments in companies listed in developed countries in the Pacific region
    • SUJS
      Providing exposure to c.60 Japanese companies
    • SUES
      Exposure to c. 180 large and mid cap companies across 24 emerging market countries
    • INRG
      Investments in global companies leading the way in delivering clean, sustainable energy
    • IGLT
      Investments across a range of bonds issued by the UK government
    • UC98
      Exposure to USD bonds issued by companies which meet specific ESG criteria, across sectors
    • GIL5
      Exposure to bonds issued by the UK government maturing in the next 5 years

    We built a more responsible ETF

    • Most SRI portfolios pick the “least bad” companies in problematic industries. We take those industries out of the equation.

    • We eliminate the top 25% carbon-emitters in each industry — so our funds have a lower carbon footprint without compromising diversification

    • Every company in our fund has 25%, or at least 3, women on their board of directors

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    • Experienced - Our investment advisers have years of experience advising seasoned, high-net-worth investors, and those just starting out

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    • Everything is encrypted - We use state-of-the-art data encryption when handling your financial information and two-factor authentication (2FA) protection

    • FSCS protected - Your assets are held securely by a custodian and your cash is also protected by the Financial Services Compensation Scheme, up to £85,000

    • Powerful backing - Wealthsimple is backed by $200M in investment from some of the world's largest financial institutions

    We keep your money safe

    Clock

    Open an account in 5 minutes

    • Answer a few questions about your financial goals
    • We’ll suggest an investment portfolio and you can opt to make it socially responsible
    • Connect your bank account and make a deposit

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    FAQs

    Yes, there is a £5,000 minimum for our SRI portfolio. Why do we require this? All our portfolios are designed to provide excellent diversity. But, because of the way funds are purchased for the SRI portfolios, we can't offer our clients the kind of diversified portfolio that's part of our ethos without a minimum investment of £5,000.

    If you don't have that much in your account yet, don't worry! Start an account with as little as £1 and start building toward your SRI investment. We'll be happy to switch you over to an SRI account once you reach £5000.

    Wealthsimple charges the same management fees for SRI portfolios as non-SRI portfolios (0.7% on the your first £100,000 and 0.5% after that). However, the fees charged by the firms that manage the SRI ETFs range from 0.22% to 0.32%, slightly higher than our standard funds which average 0.18%. There's a good reason for a higher fee: someone smart needs to screen for the most socially responsible companies by combing through reams of data and designing cutting-edge analysis tools.

    Wealthsimple's SRI portfolios contain the following ETFs:

    ETFSymbolDescription
    UBS ETF MSCI UK IMI SRIUKSRInvesting in over 150 large, mid and small cap companies listen in the UK, across industries
    iShares MSCI USA SRI ETFSUUSExposure to US large and mid cap companies over a range of industries
    iShares MSCI Europe SRI ETFIESGOver 100 companies spread across Europe and a variety of industries
    UBS ETF MSCI Pacific SRIUB45Investments in companies listed in developed countries in the Pacific region
    iShares MSCI Japan SRISUJSProviding investment exposure to c.60 Japanese companies
    iShares MSCI EM SRI UCITS ETFSUESDiversified exposure to c.180 large and mid cap companies across 24 emerging market countries
    iShares Global Clean Energy ETFINRGInvesting in global companies leading the way in delivering clean sustainable energy
    Fixed IncomeSymbolDescription
    iShared Core UK Gilts UCITS ETFIGLTInvestments across a range of bonds issued by the UK government
    UBS Bloomberg Barclays MSCI US Liquid Corporates Sustainable UCITS ETFUC98Exposure to USD bonds issued by companies which meet specific ESG criteria, across sectors
    Lyxor FTSE Actuaries UK Gilts 0-5Y UCITS ETFGIL5Exposure to bonds issued by the UK government maturing in the next 5 years