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Ethical - Investments - Unit Trusts/OEICs

Company 1 Year
£
3 Years
£
5 Years
£
Volatility
(3 yrs)
Annual
Charge
%
Sector
Aberdeen Ethical World A Inc814.98999.821446.664.311.50Global Growth
Aberdeen Res UK Eq A Acc713.73---1.50UK All Companies
AEGON Ethical Cauts Mngd A Acc817.73---1.25Cautious Managed
AEGON Ethical Corp Bond Acc A874.54858.58989.231.561.00£ Corporate Bond
AEGON Ethical Equity Acc A760.661083.771572.584.341.50UK All Companies
Allianz RCM Glo EcoTrnds A Acc----1.75Global Growth
AXA Ethical Acc R644.47799.141034.354.941.50UK All Companies
CF 7IM Ethical A Acc857.43---1.75Cautious Managed
CIS Sustainable Leaders Trust815.371139.461594.523.951.50UK All Companies
Credit Suisse Fellowship Ret765.32954.451286.233.961.50UK All Companies
CS MM Ethical Acc797.321014.901308.503.901.50Specialist
Drygate842.42912.741073.082.131.12Unclassified
Ecclesiastical Amity Europn A772.311039.451424.614.001.50Europe Excluding UK
Ecclesiastical Amity Intl A795.451175.451562.184.141.50Global Growth
Ecclesiastical Amity Stlg Bd A----1.25£ Strategic Bond
Ecclesiastical Amity UK A715.68912.831213.684.061.50UK All Companies
F&C Ethic Bd 1 Inc----1.00£ Corporate Bond
F&C International Heritage845.40---0.00Global Growth
F&C Stewardship Gth 1 Inc676.31859.971199.414.361.50UK All Companies
F&C Stewardship Income 1 Inc683.44888.831234.083.951.50UK Equity Income
F&C Stewardship Intl 1 Inc791.97912.941204.154.911.50Global Growth
F&C UK Ethical 2 Acc772.39946.481290.164.110.35UK All Companies
Family Charities Ethical Trust668.70816.671073.544.871.50UK All Companies
First State Asia Pac Sust A797.76---1.55Asia Pacific Excluding Japan
Halifax Ethical C814.771033.811299.904.911.50Global Growth
Henderson Gl Care UK Inc A Inc688.90907.261211.954.351.50UK Equity Income
Henderson Glbl Care Gth A Inc808.191046.081279.634.811.50Global Growth
Henderson Glbl Care Mgd A Inc803.871048.671359.623.581.50Balanced Managed
Henderson Ind of Futr A Inc818.211042.381274.054.661.50Global Growth
HSBC Ethical Charity Acc715.83---0.50UK All Companies
Insight Evergreen A Acc770.79969.351225.675.001.50Global Growth
Jupiter Ecology821.111210.131711.154.071.50Global Growth
Jupiter Environmental Inc Acc690.85955.321346.134.121.50UK All Companies
L&G Ethical Trust R Inc689.63926.801256.384.711.00UK All Companies
Marks & Spencer Ethical742.34---1.50UK All Companies
Marlborough Ethical A Acc685.18---1.50UK All Companies
Neptune Green Planet A Acc687.49---1.75Specialist
Norwich Sust Futr Absolt Gth 1727.67927.941290.244.781.50Active Managed
Norwich Sust Futr Corp Bd 1875.98883.391014.591.481.00£ Corporate Bond
Norwich Sust Futr Europn Gth1788.121105.851686.154.271.50Europe Excluding UK
Norwich Sust Futr Glo Gth 1766.65970.081199.224.771.50Global Growth
Norwich Sust Futr Managed 1797.441004.191269.773.461.50Balanced Managed
Norwich Sust Futr UK Growth 1734.84970.141264.334.161.50UK All Companies
Norwich UK Ethical A716.70992.771316.614.341.50UK All Companies
Old Mutual Ethical A Ret Acc652.09815.781165.124.781.50UK All Companies
Prudential Ethical Trust658.67794.021054.244.341.50UK All Companies
Rathbone Ethical Bond Acc876.64857.74930.811.321.25£ Corporate Bond
Real Life A Acc769.38936.801214.413.521.40UK All Companies
Royal London Ethical Bond892.14---0.90£ Corporate Bond
Skandia Multimanager Ethical736.03951.50-4.241.25Global Growth
SLI European Ethical Eq Ret702.64---1.50Europe Excluding UK
SLI UK Eth Corp Bd Ret Acc934.88---1.00£ Corporate Bond
SLI UK Ethical Ret Acc689.36913.821259.135.061.50UK All Companies
Sovereign Ethical595.21646.29842.444.75-UK All Companies
St James Ethical Acc805.581010.021493.234.231.50Global Growth
SVM All Europe SRI A677.77---1.50Europe Including UK
SW Environmental Investr A Acc671.48836.761034.243.981.50Unclassified
SW Ethical A Acc677.52844.501077.643.931.50Unclassified
SWIP Global SRI A Acc738.42846.981038.144.561.50Global Growth
SWIP Pan Eurpn SRI Eq A Acc757.091051.761451.614.371.50Europe Including UK
Total Average (60)757.94950.351257.524.091.37
  • Notes: Fund Performance figures as at 01/10/2008. Based on lump sum investment of £1,000, offer-bid, net income reinvested at pay date. 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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