With-profits Fund Asset Allocation

The Healthy Investment With-profits Fund invests in a mix of different investment assets including UK and global stocks and shares, fixed interest government and corporate bonds, commercial property and cash deposits. Diversification reduces risk by allocating investments across various financial assets, and industries. The objective of a diversified portfolio is to optimise returns by investing in different financial sectors, each …

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Mutual Diversity Alliance

We’re proud to be part of a new initiative which champions diversity within friendly societies and other financial mutuals

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Healthy Investment hails CTF holders as majority stay invested after turning 18

Since September 2020 the first holders of CTF accounts have begun to turn 18 and have been able to withdraw their money but, in Healthy Investment’s experience, a large majority have kept their funds invested. On the holder’s 18th birthday the CTF  transfers into an adult ISA, with no impact on that year’s ISA subscription limit. Once their CTFs have …

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Today is Bring Your Dog To Work Day

Ownership of dogs has risen dramatically during the last 18 months as people realise what a great help they can be for lowering stress levels, reducing anxiety and helping us exercise more. It’s known that having a dog benefits our mental health and wellbeing, something that has constantly been in the news over recent months. Dogs are great companions, loyal …

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It’s easy to transfer your existing ISA

If you already have ISAs with other providers you can transfer them into a Healthy Investment Ethical ISA. You can transfer a cash ISA with a bank or building society to take advantage of the potential for better returns. You can transfer a unit-linked ISA to Healthy Investment to reduce your risk of being affected by stock market volatility.

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Ethical investments for a sustainable future.

If you want to invest for your future, our Investment Bond might be right for you. You can invest for yourself, your children or grandchildren and get the return and security you are looking for.

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