View the article online at http://citywire.co.uk/money/article/a385128
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.
News sponsored by:
Making the most out of Europe's potential means seeing things differently. Learn more about how BlackRock's focused approach to investing in Europe helps investors unlock the continent's vast potential.
In this guide to investment trusts, produced in association with Aberdeen Asset Management, we spoke to many of the leading experts in the field to find out more.
More about this:
Look up the funds
Look up the shares
- 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)
Look up the fund managers
Tools from Citywire Money
From the Forums+ Start a new discussion
Weekly email from The Lolly
Get simple, easy ways to make more from your money. Just enter your email address below
An error occured while subscribing your email. Please try again later.
Thank you for registering for your weekly newsletter from The Lolly.
Keep an eye out for us in your inbox, and please add firstname.lastname@example.org to your safe senders list so we don't get junked.