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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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  • 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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  • Prudential PLC (PRU.L)
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  • Amlin PLC (AML.L)
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  • Audrey Ryan
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Investment Trusts: buy, sell, hold

by Gavin Lumsden on Oct 30, 2014 at 10:51

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