Experienced Investor
Top ethical funds named
From 218 funds, the FE Research team whittled down to 25 funds by using the same stringent performance requirements that funds are put through in order to make it on to the FE Invest Recommended list. After this, qualitative assessment was carried out to determine whether the manager met the fund’s specific objectives.
Three Henderson funds made the list – Global Care, Global Care UK Income and Global Care Managed, while Alliance saw two of its funds – Sustainable Future Absolute Growth and Sustainable Future Managed funds making the list.
Changing consumer sentiment on issues such as global warming and corporate ethicality, combined with an increasing commercial focus on socially responsible conduct, has fueled the growth of ethical investment funds since the turn of the century.
However, as YourMoney.com has previously documented, the ethical investment sector remains niche (representing a mere 1.2 per cent of the UK funds market overall), and many ostensibly ethical funds could be unworthy of the name.
Mika-John Southworth, director at FE Trustnet, said: “The rise in interest in ethical funds is not surprising. People care about where their money is being invested and indeed recent research suggests that 75% of people would be unhappy knowing that their money is invested in unethical funds. The FE Ethical Funds List allows investors to make sound investment decisions that are good for their finances, wider society and good for the planet.”
FE Research recommended Ethical funds list:
| Fund | Fund Manager |
| Alliance Trust Sustainable Future Absolute Growth | Simon Clements, Peter Michaelis |
| Alliance Trust Sustainable Future Managed | Simon Clements, Peter Michaelis |
| BlackRock GF New Energy | Robin Batchelor, Poppy Allonby |
| CIS Sustainable Diversified | Mike Fox |
| CIS Sustainable Leaders | Mike Fox |
| F&C Responsible UK Income | Catherine Stanley |
| Henderson Global Care Growth | Nick Anderson, Hamish Chamberlayne |
| Henderson Global Care UK Income | Andrew Jones |
| Henderson Inst Global Care Managed | Nick Anderson, Hamish Chamberlayne |
| Jupiter Responsible Income | Chris Watt |
| Pictet Agriculture | Cedric Lecamp, Gerardus Van Der Geer |
| Rathbone Ethical Bond | Bryn Jones |
| Royal London Ethical Bond | Eric Holt |
Related Posts
There are 0 Comment(s)
Everything you wanted to know about ISAs…but were afraid to ask
The new tax year is less than a fortnight away and for ISA savers or investors, it’s hugely important. If yo...
Your right to a refund if travel is affected by train strikes
There have been a wave of train strikes in the past six months, and for anyone travelling today Friday 3 Febru...
Could you save money with a social broadband tariff?
Two-thirds of low-income households are unaware they could be saving on broadband, according to Uswitch.
What will happen if rates change
How your finances will be impacted by a rise in interest rates.
Regular Savings Calculator
Small regular contributions can build up nicely over time.
Online Savings Calculator
Work out how your online savings can build over time.
DIY investors: 10 common mistakes to avoid
For those without the help and experience of an adviser, here are 10 common DIY investor mistakes to avoid.
Mortgage down-valuations: Tips to avoid pulling out of a house sale
Down-valuations are on the rise. So, what does it mean for home buyers, and what can you do?
Five tips for surviving a bear market mauling
The S&P 500 has slipped into bear market territory and for UK investors, the FTSE 250 is also on the edge. Her...
Money Tips of the Week
© AE3 Media Ltd, Floor 7, Lincoln House, 296 - 300 High Holborn, London WC1V 7JH, Company.