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Kames Ethical Equity

Ranked 156 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Audrey Ryan

Audrey Ryan is an investment manager in the UK Equities team with responsibility for managing several funds, including the Kames Ethical Equity Fund and Kames UK Opportunities Fund. In addition, Audrey has analysis duties for the travel & leisure sector, and is a small-cap specialist. She joined Kames Capital in 1997 from General Accident where she was a UK small companies portfolio manager. Audrey studied Accounting at Napier University, is a qualified chartered accountant and has an MSc in Investment Analysis. Away from the financial world, Ryan enjoys going to the theatre, tennis and running.

Objective

The primary investment objective is to maximise total return from capital and net income combined. Investment will principally be in equities and equity type securities in companies based in the UK, principally conducting business in the UK or listed on the UK stock market which meet the fund's predefined ethical criteria.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2017 - 30/04/2018
  • Rank 156/259 Total Return
  • Rank 21/259 Standard Deviation
  • Rank 160/259 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.3%
2017 13.5% 2.2% 2.2% 4.2% 4.4%
2016 -0.3% -4.3% -7.6% 11.6% 1.0%
2015 13.9% 6.9% 1.4% -2.7% 8.0%
2014 2.6% 1.5% -4.0% 0.1% 5.2%
2013 37.7% 14.8% 0.9% 7.5% 10.5%
2012 19.2% 11.0% -3.7% 8.3% 3.0%
2011 -7.3% 2.2% 0.6% -14.1% 4.9%
2010 25.5% 5.2% -4.2% 14.5% 8.8%
2009 22.5% -7.3% 10.1% 21.1% -0.9%
2008 -28.1% -5.2% 1.0% -13.8% -12.8%
2007 0.7% 3.1% 1.9% -3.0% -1.2%
2006 33.7% 14.3% -3.4% 7.1% 13.0%
2005 23.5% 3.7% 3.0% 8.6% 6.6%
2004 20.8% 6.9% 1.2% 1.9% 9.6%
2003 23.4% -7.9% 18.7% 6.9% 5.6%
2002 -24.6% 0.8% -12.7% -17.7% 4.1%
2001 -13.3% -5.4% 0.0% -19.8% 14.3%
2000 -7.0% -3.0% -1.9% -0.8% -1.5%
1999 35.7% 12.8% 3.2% 0.3% 16.2%
1998 0.5% 15.2% -0.4% -17.2% 5.8%
1997 10.1% 5.9% -4.4% 5.8% 2.7%
1996 25.1% 9.8% 6.5% 3.6% 3.3%
1995 22.0% 0.0% 7.0% 9.2% 4.4%
1994 -7.7% 0.1% -6.4% -0.5% -1.0%
1993 22.7% 7.1% 1.9% 5.3% 6.8%
1992 15.0% 1.3% 6.1% -5.7% 13.4%
1991 19.1% 19.5% -4.3% 12.4% -7.4%
1990 -8.1% -6.8% 3.8% -11.9% 7.9%
1989 3.7% -6.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/04/1989
  • Share Class size603Mn
  • Base currencyGBX
  • ISIN GB0007450884

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment10,000

Charges

  • Annual management0.75%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).