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Kames Ethical Equity

 

Citywire Selection Verdict: Audrey Ryan upholds the fund’s remit to invest solely in UK companies that comply with strict ethical criteria. The Kames ethical screening process prevents the fund holding businesses which are harmful to health or environment or those that are morally unsound. This means that, along with alcohol and tobacco companies, sectors such as pharmaceuticals and banks are also off-limits. Due to the investment restrictions, the portfolio gravitates towards mid-caps and maintains a large weighting to financials through insurers and financial services firms. Performance over the first half of 2016 has been hurt by a non-defensive positioning in the run up to and aftermath of Britain’s decision to leave the EU. However, Ryan has achieved exemplary performance compared to the FTSE All Share over each of the past four calendar years.

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  • AEGON Ethical Equity A Acc
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  • Kames Ethical Equity B Acc
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  • Fenner PLC (FENR.L)
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  • Telecity Group PLC (TCY.L)
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  • Bodycote PLC (BOY.L)
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  • Vodafone Group PLC (VOD.L)
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  • Legal & General Group PLC (LGEN.L)
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  • Prudential PLC (PRU.L)
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  • Dunelm Group PLC (DNLM.L)
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  • Intertek Group PLC (ITRK.L)
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  • Taylor Wimpey PLC (TW.L)
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  • Bellway PLC (BWY.L)
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  • Rightmove PLC (RMV.L)
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  • Hargreaves Lansdown PLC (HRGV.L)
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  • Amlin PLC (AML.L)
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  • Audrey Ryan
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