Shareholders

Our shareholders come from a wide variety of backgrounds, reflecting the social diversity and core values of the company. We are the first company into which ethical unit trusts have made a substantial investment that puts social and environmental values at its core, and is not quoted on the stock exchange.

Rathbone Greenbank Investments and Morley Fund Management are our largest shareholders and we also have a number of trusts and foundations as investors. We have no majority shareholder and only 42 investors with holdings over 50,000 shares. Our smallest investors have only 100 shares. In conjunction with our 2009 Annual General Meeting, held in April, we invited our shareholders to participate in a survey of their views on the company and their investment. Of 1311 shareholders surveyed, our response rate was 43%, indicating an engaged group of investors!  

49% of our shareholders stated that they had chosen to manage their money ethically through holding accounts with either Triodos Bank, The Co-operative Bank, or both.  A large proportion of our shareholders at that time also held investments in Triodos’ Renewable Energy Fund (35%), Café Direct (32%), Traidcraft (25%) or Good Energy (13%).  A large number of our shareholders (45%) held Ethical Unit Trusts in addition to this.   

Shareholders have historically chosen to invest in The Ethical Property Company as as a way to contribute to positive social change.  They would like to see us grow, whilst maintaining our strong beliefs and core values. As such, an impressive 82% of those surveyed would consider investing in our next share issue, proof of their commitment to smart and sustainable investment and something that brings a new dimension to the idea of owning shares: the wish to invest in social change.

If you have any questions regarding shares in The Ethical Property Company please refer to our useful contacts.