Ethical Investment
Overview of investing in the ethical funds
Oscar Wilde once asked "what is in a name?" and 'ethical' investors would do well to ask just the same question. Investors and journalists have in the past been very absorbed by how different 'ethically screened' funds compare to conventional funds and how this impacts performance. But investors need to look beyond the name of the fund and the criteria that the fund manager sets, in order to match their values with their investments.
An Investment Manager's philosophy is more important than the jargon associated with the fund, not just on a 'values basis', but to ensure 'values based' or 'ethical' investors are not missing out on one of the great investment stories of the 21st Century – the environment.
Ethical Investment funds
| Fund name | Type | Yield | 1yr TRR | Class | Facts | Mgr | Fav |
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Ethical Investment articlesall articles
news Consumers beware - Triodos Bank direct offer launch may be expensive to ethical investors
By Mark Hoskin on 7 May 2013 Market News
news Latest acquisition to boost the ethical investment market
By Arabella Murphy on 20 March 2013 Market News
news Human Rights: Human Wrongs
By Neville White, on 26 February 2013 Thematic News
news Marlborough close Malborough Ethical Fund
By Arabella Murphy on 23 January 2013 Fund News
news Triodos Bank tops survey of online savings accounts and it's ethical too!
By Arabella Murphy on 30 October 2012 Thematic News
news An Interview with the team behind the new Ethical UK Equity Income Fund
By Mark Hoskin on 22 October 2012 Fund News
blogs Only Connect: Trust, Credibility and the Future of the Investment Industry
By Jade Summer on 19 October 2012
news Press Release: New Ethical Equity Income Fund Wins Resounding Vote of Confidence
By Mark Hoskin on 16 October 2012 Fund News
news UK Ethical Funds outperform since Lehman's collapse
By Mark Hoskin on 16 October 2012 Fund News
news Press release: The Environment is the top ethical issue
By Arabella Murphy on 15 October 2012 Thematic News
news Our survey says - the environment is the top ethical issue!
By Arabella Murphy on 15 October 2012
blogs The Materiality of Ethics and Ethical Funds
By Mark Hoskin on 9 October 2012 Market Blog
blogs National Ethical Investment Week (14th to 20th October) needs to give ethical investors confidence
By Mark Hoskin on 8 October 2012 Market Blog
blogs ESG should become part of adviser's vocabulary
By Richard Essex on 14 September 2012
news What you need to know about Animal Testing and Ethical Funds
By Mark Hoskin on 25 August 2012 Fund News
blogs From the Margins to the Mainstream
By Richard Essex, on 23 August 2012 Market Blog
news Ethical funds given boost by Alliance Trust
By Mark Hoskin on 2 August 2012 Market News
news Alliance Trust swoop in to take Aviva's SRI team
By Mark Hoskin on 2 August 2012 Fund News
news Interview with Adam Frost, Head of ESG Research at Sarasin & Partners
By Arabella Murphy on 4 July 2012 Fund News
news Prudential close the Pru Ethical fund
By Mark Hoskin on 25 June 2012 Fund News
news Henderson postpone merger of Henderson Global Care Income
By Mark Hoskin on 21 June 2012 Fund News
news Behind the Fund: Sarasin EquiSar Socially Responsible
By Arabella Murphy, on 6 June 2012 Fund News
news Happy Birthday Sarasin's EquiSar Socially Responsible Fund
By Adam Frost, on 1 June 2012 Fund News
blogs Idle Speculation may bring Resolution
By Mark Hoskin on 28 May 2012 Market Blog
blogs A shareholder spring
By Tim Dieppe, on 3 May 2012 Market Blog
blogs Sarasin help the IFA community look beyond just financial returns
By Mark Hoskin on 2 May 2012 Market Blog
blogs A great quarter for ethical stocks
By Mark Hoskin on 25 April 2012 Market Blog
blogs Oh dear what can the matter be
By Mark Hoskin on 15 April 2012 Market Blog
news A quick guide to ethical and green investing
By Arabella Murphy on 3 April 2012
news 5 ways to make your money ethical
By Louise Fallon on 7 March 2012 Thematic News
blogs Henderson's 'less is more' strategy is the start of an 'Ethical Shake Up'
By Mark Hoskin on 14 February 2012 Market Blog
news No more Henderson Global Care Income
By Nick Anderson, on 14 February 2012 Fund News
news Henderson merge Global SRI funds
By Nick Anderson, on 14 February 2012 Fund News
news Big ethical fund merger for Henderson - but SRI funds here to stay
By Nick Anderson, on 14 February 2012 Market News
blogs Profit is what the change at Henderson is about
By Mark Hoskin on 10 February 2012 Fund Blog
news What are EIRIS doing for Henderson?
By Marthe Nordby, on 10 February 2012
news Kames confirm commitment to ethical sector
By Mark Hoskin on 9 February 2012 Thematic News | Fund News
news Aviva SRI team to stay together with support of Aviva Investors
By Mark Hoskin on 31 January 2012 Market News
news Aviva strategic review puts an end to their SRI team !
By Mark Hoskin on 30 January 2012 Market News
news History of Green, Ethical and Responsible Investing
By Louise Fallon on 30 January 2012 Market News
blogs EIRIS is not just about Ethical Investment these days - How we help responsible investors too!
By Mark Robertson, on 26 January 2012 Market Blog
news Holden & Partners analysis suggest that 'ethical screens' do not necessarily impact on performance
By Mark Hoskin on 19 January 2012 Thematic News
blogs Ethical investment at a watershed - Aviva's review next!
By Mark Hoskin on 11 January 2012 Market Blog
blogs Animal welfare not just an issue for ethical investment funds?
By Virginia Jennings, on 9 January 2012 Thematic Blog
news Interview with Sue Round: Ecclesiastical
By Thomas Maskrey on 3 January 2012 Fund News
news Six great reasons to invest in ethical funds, environmental funds and thematic funds in 2012
By Thomas Maskrey on 1 January 2012 Market News
news Top tips for ethical and environmental investing
By Thomas Maskrey, on 23 December 2011 Market News
news Compulsory Pensions to be rolled out from October 2012
By Louise Fallon on 13 December 2011 Market News
news Armaments: Sarasin & Partners Responsible Investment Research
By Louise Fallon on 12 December 2011 Thematic News
news Management changes to Henderson's SRI funds announced
By Mark Hoskin on 12 December 2011 Fund News
news Will Corporate Bonds Issued by Charities Take Off?
By Louise Fallon on 4 December 2011 Thematic News
blogs Deepwater Horizon: one year on
By Trucost, on 30 November 2011
blogs Shareholders rock Hargreaves Lansdown over pay
By Mark Hoskin on 26 November 2011 Thematic Blog
blogs Degrees of Responsibility
By Mark Hoskin on 23 November 2011 Thematic Blog
news Corporate Governance forces FTSE to consult on changing indices
By Mark Hoskin on 2 November 2011 Market News
news What is in the FTSE4Good?
By Louise Fallon on 26 October 2011 Market News
news EIRIS brings the UN Global Compact to life
By Mark Hoskin on 25 October 2011 Thematic News
news Vanguard launch passively managed SRI funds
By Mark Hoskin on 24 October 2011 Market News
blogs Do Pictet have the new breed of 'Responsible' funds
By Mark Hoskin on 16 October 2011 Market Blog
news Explaining Ethical Investment Performance
By Mark Hoskin on 14 October 2011 Market News
news Corruption - Sarasin & Partners Responsible Investment Research
By Adam Frost on 5 October 2011 Thematic News
news Ecclesiastical win Best Ethical Provider award for third year running
By Mark Hoskin on 26 September 2011 Market News
news Does sustainable and responsible investing come with a performance penalty?
By Seb Beloe on 30 August 2011 Thematic News
The value of ethical and green investments can go down in value as well as up, so you could get back less than you invest. It is therefore important that you understand the risks of investing. Our aim is to provide you with the best information we can to help you make decisions about ethical and green investments. It is not to advise you on the suitability of an investment to your personal circumstances. Nothing written on the site should be considered personal advice, nor do Holden & Partners accept liability for any inaccurate information on the site. If you are unsure about the suitability of an ethical and green investment please contact Holden & Partners or your financial adviser.