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Ethical - Investments - Pension Funds

Company 1 Year
£
3 Years
£
5 Years
£
Volatility
(3 yrs)
Annual
Charge
%
Sector
Abbey Life Ethical718.59910.151179.173.930.75UK All Companies
AXA Ethical-P690.04883.121174.254.951.00UK All Companies
AXA F&C Stewardship Gth (i)-P705.39---1.77UK All Companies
Canlife F&C Stwrdshp Inc A PS4716.98---1.69UK Equity Income
CIS Adventurous Ptf-Select820.61---1.05Global Equities
CIS Balanced Portfolio - Sel849.26---1.50Balanced Managed
CIS Cautious Portfolio - Open880.85---1.50Cautious Managed
CIS Cautious Portfolio - Sel905.18---1.50Cautious Managed
CIS Sustainable Leaders S2858.681202.931692.093.951.50UK All Companies
Clerical Med PP Ethical757.89972.971356.664.411.00UK All Companies
Clerical Med PP Evergreen812.271046.211349.274.991.00Global Equities
FP AEGON Ethical Corp Bd(inet)928.24---1.40UK Fixed Interest
FP Conscience (ex NM)714.75925.251301.694.411.00UK All Companies
FP Stwrdshp Income (inet)739.11977.05-3.751.00UK Equity Income
FP Stwrdshp Mgd NGP(inet)802.38971.931288.743.721.00Balanced Managed
FP Stwrdshp NGP (inet)713.13915.911284.304.321.00UK All Companies
Halifax (SP) 2000 Ethical821.981052.041338.104.84-Global Equities
L&G AEGON Ethical Corporate Bd939.17---0.77Sterling Other Fixed Int
L&G AEGON Ethical Equity817.79---1.33UK All Companies
L&G Ex Ethical SH G17 (inet)690.10927.381269.464.630.86UK All Companies
L&G F&C Stewardship Growth723.64---1.24UK All Companies
L&G F&C Stewardship Income738.88---1.24UK Equity Income
L&G Jupiter Ecology877.99---1.44Stockmarket Managed
Lincoln (Citibank) Green Acc873.211240.791730.074.180.75Global Equities
M&GPP Light Green-Pen716.89888.891224.933.990.35UK All Companies
NU SF Absolute Gth (inet)-Pen797.041042.201482.494.480.60Global Equities
NU SF Corporate Bd (inet)-Pen927.37966.511144.871.490.60Sterling Other Fixed Int
NU SF Europn Grwth (inet)-Pen829.461189.661863.514.290.60European Ex UK
NU SF Global Growth (inet)-Pen795.811026.981299.604.860.60Global Equities
NU SF Managed (inet)-Pen838.651075.171382.563.530.60Balanced Managed
NU SF UK Growth (inet)-Pen771.481042.731386.374.190.60UK All Companies
NU UK Equity Ethical (inet)759.311073.851448.754.390.60UK All Companies
Pru Ethical A702.77858.201145.484.281.00UK All Companies
Pru Ex DSF Ethical709.41882.92-4.291.00UK All Companies
Pru S3 Socially Resp (inet)715.74878.981196.253.980.71UK All Companies
Scot Eq AEGON Ethical Corp Bd917.05---1.55UK Fixed Interest
Scot Eq Ethical806.191142.071659.654.321.00UK All Companies
Scot Eq Socially Resp Equity766.571006.751315.984.141.50UK All Companies
Scot Widows Environmental 2712.15898.241125.983.981.00UK All Companies
Scot Widows Ethical S2718.05906.82-3.931.00UK All Companies
SJP Ethical Acc (inet)864.741075.371557.924.081.50Global Equities
Skandia Aberdeen Ethical World879.25---0.75Global Equities
Skandia Aegon Ethical Corp Bd929.67---0.75UK Fixed Interest
Skandia Aegon Ethical Equity813.60----UK All Companies
Skandia CS Fellowship804.50---0.75UK All Companies
Skandia Ethical799.561034.971346.964.431.60Stockmarket Managed
Skandia F&C Stewardship Growth717.39---0.75UK All Companies
Skandia F&C Stewardship Inc728.23949.53-3.741.90UK Equity Income
Skandia Hend Indust Future Pen888.211132.521359.634.361.95Global Equities
SL UK Ethical-Pen788.801043.391452.144.701.00UK All Companies
Std Life Ethical 1788.591042.061390.894.071.00Balanced Managed
Strlng Hend Ind of the Ftr878.181130.971395.624.541.25Global Equities
Winterthur C Suisse Fellowship812.031021.291391.003.921.10UK All Companies
winterthur F&C Stward S3721.00---1.15UK Equity Income
Winterthur Jupiter Ecology S3870.40---1.25Global Equities
WL NM Ethical819.201024.241402.173.841.20UK All Companies
Zurich AEGON EthCorpBdZP(inet)919.11---0.75UK Fixed Interest
Zurich AEGON Ethical Equity ZP805.18---0.71UK All Companies
Zurich Hend IndofFuture ZP (i)867.561107.60-4.591.05Global Equities
Total Average (59)801.281012.641373.024.171.07
  • 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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