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Stocks & Shares ISA

Investing without compromise.
For growth and impact.

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With investing, your capital is at risk. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future.

Stocks & Shares ISA Image

Invest from as little
as £25

Curated portfolio of truly sustainable companies

Tax-efficient

ISA: your tax bonus image

ISA: your tax bonus

With no tax on capital gains, and an annual allowance of up to £20,000 per tax year, ISAs are probably the most tax-efficient investment accounts available.

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

Why invest in the Clim8 ISA? image

Why invest in the Clim8 ISA?

Clim8 invests in clean energy and truly sustainable companies, maximising your impact. With returns of 18.57% on our Balanced portfolio last year, our in-house investment team curates portfolios delivering impact without compromise.

For further information about how the performance is calculated see our risk profiles

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

Cautious chart
Shares

31%

Fixed income

54%

Cash

15%

Performance 17.08%

Benchmark 3.65%

Balanced

Our core portfolio with a balance of risk and reward

Balanced chart
Shares

55%

Fixed income

35%

Cash

10%

Performance 25.35%

Benchmark 14.15%

Adventurous

A more aggressive risk level with a greater potential upside over time

Adventurous chart
Shares

75%

Fixed income

20%

Cash

5%

Performance 45.87%

Benchmark 25.69%

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 31st March, 2021. Returns are illustrative only, based on simulated past performance. 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. For comparative purposes, the average return of the benchmark net of fees over the last 10 years is 5.79%, 7.76% and 9.68% respectively for the cautious, balanced and adventurous portfolios.

Secure

  • We use bank level encryption for your personal information and will never share any of your details with third parties.
  • Your assets are protected by the government’s Financial Services Compensation Scheme (FSCS) up to a limit of £85,000. The FSCS will not provide compensation for poor investment performance.

Transparent, low fees

  • We charge an annual management fee of 0.6% per annum, including VAT where applicable, of your total assets under management invested with us (calculated daily, deducted monthly in arrears).
  • We don’t charge you a fee to withdraw from your account, nor if you decide to transfer to another provider.

Requirements

You can open an ISA with us if you:

  • Are over 18.
  • Are a UK tax resident.
  • Want to have a positive impact on climate change with your savings.

Ready for no compromise investments with Clim8?

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With investing, your capital is at risk