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Ethical - Investments - Life Funds

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Company 1 Year
£ 		3 Years
£ 		5 Years
£ 		Volatility
(3 yrs) 		Annual
Charge
% 		Sector
Abbey Life Ethical S4818.571191.311506.572.791.00UK All Companies
AXA Ethical-L768.961168.081524.143.761.17UK All Companies
AXA F&C Stewardship Gth (i)-L----1.73UK All Companies
Canlife F&C Stwrdshp Inc A LS4832.70---0.91UK Equity Income
Clerical Med Ethical895.561272.431606.992.771.00UK All Companies
Clerical Med Evergreen971.411344.881521.183.601.00Global Equities
engage Green Chip986.491145.821294.581.491.00Friendly Societies
engage Green Chip 2 Exempt958.221200.381430.342.391.00Friendly Societies
Family Charities Ethical Ex S1835.801234.041617.633.841.95Friendly Societies
FNW AEGON Ethical Corp Bd Acc961.92---2.35UK Fixed Interest
FNW F&C Stewardship Income Acc855.14---2.35UK Equity Income
FNW Jupiter Ecology Inc950.04---2.35Global Equities
FNW Standard Life Ethical878.70---2.35Balanced Managed
FP AEGON Ethical Corp Bd(inet)945.59---1.40UK Fixed Interest
FP AEGON Ethical Equity (inet)920.44---1.75UK All Companies
FP C Suisse MM Ethical (inet)922.86---1.85UK All Companies
FP Conscience (ex NM)845.161250.731794.642.991.00UK All Companies
FP Impax Environmtl Mkts(inet)----1.65Global Equities
FP Jupiter Ecology (inet)----1.50Global Equities
FP Norwich SF Euro Gth(inet961.21----European Ex UK
FP Stwrdshp (inet)845.061228.931824.912.891.25UK All Companies
FP Stwrdshp Income (inet)859.371205.71-2.561.25UK Equity Income
FP Stwrdshp Intl Acc (inet)981.961276.501518.783.581.25Global Equities
FP Stwrdshp Mgd (inet)915.781228.671646.122.511.25Balanced Managed
FP Stwrdshp Sfgrd Opt(inet)909.491157.86-1.721.85Protected/Guaranteed
GLP CS Fellowship Acc 90 Lyl S940.831288.48-2.871.50UK All Companies
Halifax (SP) Ethical985.481362.321607.893.331.25Global Equities
L&G AEGON Ethical Corporate Bd950.09---1.72UK Fixed Interest
L&G AEGON Ethical Equity926.70---2.28UK All Companies
L&G F&C Stewardship Growth818.84---2.19UK All Companies
L&G F&C Stewardship Income839.25---2.86UK Equity Income
L&G Jupiter Ecology-Life950.35---2.39Stockmarket Managed
Lincoln (Citibank) Green 2969.001659.252283.583.401.00Global Equities
NU CIS Select Advent S4(inet)975.30---1.40Global Equities
NU CIS Select BalancedS4(inet)981.52---1.35Balanced Managed
NU CIS Select CautiousS4(inet)971.89---1.35Cautious Managed
NU CIS Sustainable Ldrs Trust----1.65UK All Companies
NU CIS Sustainable LdrS4(inet)912.06---1.35UK All Companies
NU SF Absolute Gth (inet)-Life977.741348.981767.473.161.25Global Equities
NU SF Corporate Bd (inet)-Life957.181019.961154.270.971.25Sterling Other Fixed Int
NU SF Europn Grwth (inet)-Life985.101534.081939.233.141.25European Ex UK
NU SF Global Grwth (inet)-Life964.291347.881463.713.461.25Global Equities
NU SF Managed (inet)-Life947.471292.951531.292.501.25Balanced Managed
NU SF UK Growth (inet)-Life894.781299.571665.792.991.25UK All Companies
NU UK Equity Ethical (inet)894.141351.021740.563.091.00UK All Companies
Pru (ScotAm) Ethical841.081180.781582.822.770.75UK All Companies
Pru Ethical S5824.041107.05-2.771.95UK All Companies
Scot Eq Ethical917.311520.842151.193.291.10UK All Companies
Scot Eq Ethical Cautious941.221251.711575.411.831.10Cautious Managed
Scot Eq Socially Resp Equity859.991282.181628.933.251.50UK All Companies
Scot Widows Environmental798.291217.731615.923.071.00UK All Companies
Scot Widows Ethical807.141170.15-2.851.00UK All Companies
SJP Ethical-Life1015.941587.802043.273.711.75Global Equities
Skandia Aegon Ethical Corp Bd965.81---0.75UK Fixed Interest
Skandia Aegon Ethical Equity923.27----UK All Companies
Skandia CS Fellowship893.52---0.75UK All Companies
Skandia Ethical933.041318.201621.033.441.60Stockmarket Managed
Skandia F&C Stewardship Growth814.56---0.75UK All Companies
Skandia F&C Stewardship Inc837.77---1.90UK Equity Income
Skandia Hend Indust Future Lif1000.001350.001564.023.331.95Global Equities
Standard Life Ethical 1879.541367.691830.243.221.00UK All Companies
Total Average (61)910.791287.171656.982.921.45
  • Notes: Fund Performance figures as at 01/05/2008. Based on lump sum investment of £1,000, bid-bid, income reinvested at pay date using default tax basis. 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: 9 May 2008
 
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