Over the past year just eight ethical funds have managed to beat the FTSE All Share index, according to IFA firm Barchester Green Investment.
Top of the leaderboard is the £322m CIS Sustainable Leaders trust, managed by Mike Fox (right). It delivered a 19.39% return to the end of August, against14.32% for the FTSE All Share. Chris Watt’s £40m Jupiter Responsible Income fund trails closely behind with a 16.06% return, while the CIS Sustainable World trust is third, gaining 15.27%. However, over longer time periods ethical funds have stronger track records, with all ten top performing ethical funds beating the FTSE All Share over three years. The First State Asia Pacific Sustainability fund, managed by David Gait, returned 5...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes