Developing and investing in a shared future


Socially Responsible Investors (SRI)

The duty of Equitix must always be to promote the interest of its beneficiaries by seeking a good return on their investments. We believe this can be entirely consistent with a socially responsible approach to investment.

Equitix’s mission is to respond to increasing environmental demands by developing its strategies in order to help meet environmental targets and expectations in the UK and further afield. By incorporating Environmental Social and Governance (ESG) policy within the investment process we believe that we can contribute towards making these changes.

We incorporate ESG policy and request socially responsible analysis and reporting within corporate governance of the projects we own and manage through all of our Funds and in turn we report on, develop and review our Responsible Investment Policy periodically to incorporate the evolving needs of our investors. Furthermore we have a fund dedicated to making investments within the energy efficiency sector which will make a direct contribution to the reduction of energy consumption and green house gas emissions.

As socially responsible investors, we are committed to engaging with partners, advisors and other organisations in a constructive way to achieve a positive agenda for change both reactively, prompted by events, and also proactively, highlighting the issues that matter to our investors.

We are supporters of a number of important initiatives relating to responsible and sustainable investment. This includes the United Nations Principles of Responsible Investment ( and UK Sustainable Investment and Finance Association (

Introducing the people behind Equitix


Important Information

Equitix is a trading name of Equitix Investment Management Ltd, a private limited company incorporated in England and Wales which is authorised and regulated by the Financial Conduct Authority with firm reference number 471196.

The contents of this website have been prepared for information purposes only. No investment or tax advice is being given on this website. Nothing on this website should be regarded as an offer or solicitation to buy or sell any investment or an offer or solicitation to provide investment services or as a comment on the merits of engaging in any investment transaction or activity or an inducement to do so. Statements made on this website are subject to change, correction or update without notice.

The information on this website is directed exclusively at persons or entities domiciled in the United Kingdom who fall under the Financial Services and Markets Act 2000 (Promotion of Collective Investment Schemes) (Exemptions) Order 2001. Persons who do not have professional experience in participating in unregulated investment schemes should not rely on this information.

In the case of persons outside of the United Kingdom, this website is also only directed to persons who may lawfully access it without breach of law or regulation or imposing any requirement on Equitix or any other person to be licensed, registered or approved in any other jurisdiction. No other person should access the website or act on or otherwise rely on any information in it. If you are an overseas user, it is your responsibility to acquaint yourself with the laws and regulations in your jurisdiction and to ensure that you may access the website without breaching them.

In particular, the information on this website is not directed at or intended for use by residents or citizens of the United States, nor is any of the information an offer of securities for sale in the United States. Securities may not be offered or sold in the United States in the absence of registration under the US Securities Act of 1933 (Securities Act) or an exemption from registration. Equitix has not registered and does not intend to register any securities under the Securities Act and does not intend to make a public offering of any securities in the United States or in any other jurisdiction.

The value of investments may go down as well as up and investors in the products and services referred to on the website may not get back the amount they invested. Any references on this website to past performance of investments are not a reliable indicator of future returns. Users should always acquaint themselves with the contents of any finalised marketing materials before making a decision to invest in any product or service referred to on the website.

Equitix Limited - Registered in England and Wales, Registration number: 6026637
Equitix Investment Management Limited - Registered in England and Wales, Registration number: 6273020 - authorised and regulated by the Financial Conduct Authority.

Registered Office: Welken House, 10-11 Charterhouse Square, London, EC1M 6EH

Equitix Anti – Slavery policy & statement