View the article online at http://citywire.co.uk/money/article/a385128
Kames Ethical Equity
Citywire Selection Verdict: Areas which breach the fund ’s ethical criteria include the defensive sectors of aerospace, beverages, food retailers and tobacco. This leaves only a handful of sectors in the large-cap space, skewing overall stock selection towards medium-sized companies compared to the FTSE All Share. Audrey Ryan complies with investors’ requests not to hold banks in the portfolio, though she gains exposure to the financial sector with overweights in insurers and financial services, which she hopes will continue contributing to returns. Performance is excellent given the remit, making this a top pick for the ethical investor.
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What can SLI bring to the table for those who want to put their money into investment trusts?
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- Fenner PLC (FENR.L)
- Telecity Group PLC (TCY.L)
- Aggreko PLC (AGGK.L)
- Bodycote PLC (BOY.L)
- Vodafone Group PLC (VOD.L)
- Legal & General Group PLC (LGEN.L)
- Prudential PLC (PRU.L)
- Dunelm Group PLC (DNLM.L)
- Intertek Group PLC (ITRK.L)
- Taylor Wimpey PLC (TW.L)
- Bellway PLC (BWY.L)
- Rightmove PLC (RMV.L)
- Hargreaves Lansdown PLC (HRGV.L)
- Amlin PLC (AML.L)
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by Daniel Grote on Aug 01, 2014 at 10:22