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Ethical - Investments - Life Funds

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Company 1 Year
£ 		3 Years
£ 		5 Years
£ 		Volatility
(3 yrs) 		Annual
Charge
% 		Sector
Abbey Life Ethical S4763.05937.581202.303.341.00UK All Companies
AXA Ethical-L679.17846.371088.344.871.17UK All Companies
AXA F&C Stewardship Gth (i)-L724.41---1.73UK All Companies
Canlife F&C Stwrdshp Inc A LS4720.26---0.91UK Equity Income
Clerical Med Ethical771.15956.041242.864.011.00UK All Companies
Clerical Med Evergreen829.861026.381249.444.401.00Global Equities
engage FTSE4Good805.76947.541243.904.121.00Flexible Managed
engage Green Chip934.841012.041184.201.661.00Balanced Managed
engage Green Chip 2 Exempt884.25999.571236.732.631.00Balanced Managed
engage Green Chip Gth804.33950.511260.183.951.00Balanced Managed
FNW AEGON Ethical Cautious Mgd884.85---2.10UK All Companies
FNW AEGON Ethical Corp Bd Acc931.21---1.85Sterling Corporate Bond
FNW F&C Stewardship Income Acc763.34---2.35UK Equity Income
FNW Jupiter Ecology Inc885.23---2.35Global Equities
FNW Standard Life Ethical743.94---1.55Balanced Managed
FP AEGON Ethical Corp Bd(inet)914.82---1.40Sterling Fixed Interest
FP AEGON Ethical Equity (inet)810.53---1.75UK All Companies
FP C Suisse MM Ethical (inet)841.82---1.85UK All Companies
FP Conscience (ex NM)750.20953.721292.143.801.00UK All Companies
FP Impax Environmtl Mkts(inet)919.01---1.65Global Equities
FP Jupiter Ecology (inet)863.14---1.50Global Equities
FP Norwich SF Euro Gth(inet826.47----Europe Ex UK Equities
FP Stwrdshp (inet)739.96929.481268.713.891.25UK All Companies
FP Stwrdshp Income (inet)741.94943.30-3.391.25UK Equity Income
FP Stwrdshp Intl Acc (inet)843.11963.261188.774.321.25Global Equities
FP Stwrdshp Mgd (inet)811.25959.161256.303.341.25Balanced Managed
FP Stwrdshp Sfgrd Opt(inet)886.521031.88-1.911.85Protected/Guaranteed Fds
GLP CS Fellowship Acc 90 Lyl S802.30985.87-3.561.50UK All Companies
Halifax (SP) Ethical837.631032.721262.354.231.25Global Equities
L&G AEGON Ethical Corporate Bd920.84---1.72Sterling Corporate Bond
L&G AEGON Ethical Equity815.35---2.28UK All Companies
L&G F&C Stewardship Growth717.33874.25-3.922.19UK All Companies
L&G F&C Stewardship Income732.46---2.86UK Equity Income
L&G Jupiter Ecology875.68---2.39Global Equities
Lincoln (Citibank) Green 2874.421271.201765.143.991.00Global Equities
NU CIS Select Advent S4(inet)846.53---1.40Global Equities
NU CIS Select BalancedS4(inet)868.34---1.35Balanced Managed
NU CIS Select CautiousS4(inet)908.22---1.35Cautious Managed
NU CIS Sustainable Ldrs Trust----1.65UK All Companies
NU CIS Sustainable LdrS4(inet)873.17---1.35UK All Companies
NU SF Absolute Gth (inet)-Life827.451034.021360.863.761.25Global Equities
NU SF Corporate Bd (inet)-Life935.30950.241067.281.191.25Sterling Corporate Bond
NU SF Europn Grwth (inet)-Life854.161156.001648.753.601.25Europe Ex UK Equities
NU SF Global Grwth (inet)-Life826.161017.931209.724.031.25Global Equities
NU SF Managed (inet)-Life860.311061.491294.972.991.25Balanced Managed
NU SF UK Growth (inet)-Life804.491041.011309.983.511.25UK All Companies
NU UK Equity Ethical (inet)796.371071.631358.933.641.00UK All Companies
Phoenix R Aberdeen Ethical Wld900.791110.371590.813.590.00Global Equities
Pru (ScotAm) Ethical716.77861.171149.033.920.75UK All Companies
Pru Ethical S5701.57817.431000.004.001.95UK All Companies
Scot Eq AEGON Ethical Corp Bd913.68---1.55Sterling Corporate Bond
Scot Eq Ethical805.361121.861590.284.101.10UK All Companies
Scot Eq Ethical Cautious864.581022.961293.982.491.10Cautious Managed
Scot Eq Socially Resp Equity748.49974.241224.214.151.50UK All Companies
Scot Widows Environmental713.62891.201175.573.801.00UK All Companies
Scot Widows Ethical719.94887.88-3.651.00UK All Companies
SJP Ethical-Life857.721071.291548.624.161.75Global Equities
Skandia Aberdeen Ethical World876.26---0.75Global Equities
Skandia Aegon Ethical Corp Bd942.14---0.75Sterling Corporate Bond
Skandia Aegon Ethical Equity811.95----UK All Companies
Skandia CS Fellowship804.27---0.75UK All Companies
Skandia Ethical815.551017.601279.013.901.60Flexible Managed
Skandia F&C Stewardship Growth716.68---0.75UK All Companies
Skandia F&C Stewardship Inc727.73910.62-3.581.90UK Equity Income
Skandia Hend Indust Future Lif906.281117.921313.863.621.95Global Equities
Std Life Ethical 1748.13964.881277.914.441.00UK All Companies
Sterling AEGON Ethical Corp928.83---1.63Sterling Corporate Bond
Strlg AEGON Ethical Eq 2809.05---0.00UK All Companies
Strlng Hend Ind of the Ftr880.311070.421280.903.951.92Global Equities
Winterthur Aegon Ethic Cau Mgd----1.05Cautious Managed
Winterthur Aegon Ethic Corp Bd----0.95Sterling Corporate Bond
Total Average (71)822.95994.691294.433.631.37
  • Notes: Fund Performance figures as at 01/10/2008. Based on lump sum investment of £1,000, bid-bid, income reinvested at pay date using default tax basis. Past performance is not a guarantee of future performance. The funds shown publish an ethical and/or green policy and aim to invest in companies involved in activities that satisfy the stated criteria of that policy. For further details including the ethical stance of the investment fund please refer to the corresponding ethical criteria page.
  • Source: www.moneyfacts.co.uk / Lipper
  • Date Compiled: 11 October 2008
 
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