UK Ethical Funds outperform since Lehman's collapse

By Mark Hoskin, IFA at Holden & Partners

16 October 2012 | Fund News | Comments (0)


The financial crisis was caused in part by a moral crisis in society, in which governments made promises they could not keep and bankers sold products to people they didn't understand, to fill their own coffers. In National Ethical Investment Week it is perhaps poetic justice that ethical funds in the UK have done better than the FTSE 100 (as demonstrated by the L&G FTSE 100 tracker) and we feel it is something that you should know about.

Below we show a chart showing performance of funds since the beginning of September 2008, the month in which Lehman's filed for bankruptcy.

 In the table above we have shown the L&G FTSE 100 tracker to show the performance of the FTSE 100. This is not an ethical fund.

As you can see Sue Round at Ecclesiastical has shone above the competition, but the main ethical players have also beaten the market. At the moment the statistics lend weight to the argument that ethical funds do not underperform and it is something that all investors should know.

Related funds:

Alliance Trust Sustainable Future UK Growth
CIS Sustainable Leaders Trust
Ecclesiastical Amity UK
Family Charities Ethical
Henderson Global Care UK Income
Jupiter Responsible Income
Kames Ethical Equity
L&G Ethical
Scot Wid Ethical

Tags: UK | Ethical |

Comments (0)

Please login or register to comment.

Get investment advice

Speak to a specialist adviser for help in choosing the right green or ethical investment.



Request contact

or call 020 7812 1460

Holden & Partners



Worldwise Investor on your smart phone: find out more

Mark Hoskinall articles

Mark Hoskin is a Partner at Holden & Partners. Holden & Partners are Chartered Financial Planners who provide financial advice to high net worth clients, the majority of whom have a significant interest in ethical or environmental issues.

Mark Hoskin graduated with a History degree from Keble College, Oxford and went on to become a Chartered Accountant with Price Waterhouse. He cofounded Holden & Partners in 2003 and is a Certified Financial Planner and Chartered Financial Planner. Holden & Partners set up Worldwise Investor to help both advisers and investors understand quickly and easily how they can benefit from ethical and environmental investment in the UK market.


News keyword search


News by category

News by month

News by author

News by theme

Carbon
Clean Energy
Agriculture
Environmental
Ethical
Forestry
Multi-thematic
Water

RSS  Latest news comments 24 comments

Unregulated Collective Investment schemes (UCIS) - Why use them and what do you need to know?

And so now the FSA are looking to ban UCIS for retail investors. See

Mark Hoskin | 8 months, 3 weeks ago | read more

The story of 'Closed' funds on Worldwise Investor

The soft closure of the two First State Funds does not mean they are completely closed to new...

Susan Seymour | 9 months, 4 weeks ago | read more

Is Environmental Investing Dead in the UK Equity Income Market?

The Multi-Asset approach seems to be a sensibel approach.

There looks to be quite a...

Richard Essex | 9 months, 4 weeks ago | read more

Is Environmental Investing Dead in the UK Equity Income Market?

Our view is that multi-asset investing is a very different discipline to long-only equity (which is...

William Buckhurst | 10 months ago | read more

Is Environmental Investing Dead in the UK Equity Income Market?

Has the same sort of definition slipping also happened to Jupiter Ecology? I hope not.

Susan Seymour | 10 months ago | read more

» all news discussion




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.

design/build by lexicon

© Worldwise Investor c/o Holden & Partners, The Piano Works, 117 Farringdon Road, London, EC1R 3BX 020 7812 1460 info@worldwiseinvestor.com
Worldwise Investor and Holden & Partners are trading names of Peter.R.T.Holden & Partners LLP regulated by the Financial Conduct Authority (446291).