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Premier Ethical C Inc

Ranked 101 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Chris Wright

Chris Wright joined Premier Asset Management in 2008 and is the fund manager of the Premier Optimum Income Fund and Premier Ethical fund. He joined Premier from Thames River Capital. He has over 30 years of investment experience and is a member of the UK Society of Investment Professionals.

Objective

The Fund aims to achieve capital growth over the long term. The Funds investment policy is to invest in companies which meet defined ethical criteria predominately in the UK. The Fund has an independent Committee of Reference, which meets regularly to discuss research on issues relating to the ethical criteria. The Investment Adviser will: (a) Seek to invest in companies which benefit the community in which they operate or the environment in general; (b) Avoid investing in companies with any significant involvement in gambling, the arms trade or any other activities considered to have an adverse overall effect on health, the environment or human dignity.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2017 - 30/04/2018
  • Rank 101/259 Total Return
  • Rank 18/259 Standard Deviation
  • Rank 46/259 Max Drawdown
Fund Name Currency Loss
44 JPM UK Equity Plus C Net Acc GBP

-4.9%

45 SVM UK Growth A GBP

-4.9%

46 Premier Ethical C Inc GBP

-4.9%

47 Barclays UK Opportunities A Inc GBP

-4.9%

48 EdenTree Amity UK A GBP

-5.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.9%
2017 18.8% 5.0% 4.2% 4.4% 4.0%
2016 4.0% -4.1% -8.6% 14.2% 3.9%
2015 14.4% 7.3% 2.8% -3.0% 6.9%
2014 6.3% 5.1% -3.4% 2.4% 2.2%
2013 37.7% 11.9% 2.5% 7.8% 11.3%
2012 24.9% 12.7% -5.4% 8.3% 8.2%
2011 -5.6% 0.5% 2.5% -13.6% 6.1%
2010 11.9% 3.7% -7.4% 11.1% 4.9%
2009 21.9% -9.1% 9.5% 19.7% 2.3%
2008 -26.8% -8.8% -4.1% -7.2% -9.9%
2007 1.6% 4.0% 1.2% -3.8% 0.4%
2006 19.7% 7.4% -1.9% 5.1% 8.1%
2005 18.6% 1.9% 3.6% 6.6% 5.4%
2004 15.2% 2.9% 2.5% 1.7% 7.4%
2003 20.7% -7.7% 17.2% 4.8% 6.5%
2002 -24.8% 0.4% -12.8% -17.3% 3.8%
2001 -14.3% -9.3% 0.8% -18.6% 15.1%
2000 -3.5% -0.1% -3.8% 4.1% -3.5%
1999 30.7% 10.2% 2.1% -1.6% 18.0%
1998 0.9% 15.2% -0.1% -17.4% 6.1%
1997 9.4% 4.8% -3.4% 5.5% 2.4%
1996 21.3% 10.0% 9.0% 0.2% 1.0%
1995 40.1% 5.1% 10.2% 15.4% 4.8%
1994 -5.0% -1.9% -7.7% 2.9% 1.9%
1993 28.3% 9.4% -1.6% 6.1% 12.2%
1992 21.4% -2.7% 3.8% -2.5% 23.3%
1991 2.6% 12.2% -3.6% 4.7% -9.4%
1990 -21.3% -4.0% 3.7% -21.1% 0.2%
1989 16.4% 12.0% 5.2% 5.7% -6.5%
1988 4.0% 6.6% 5.6% -4.1% -3.7%
1987 11.9% 25.4% 13.7% 4.9% -25.2%
1986 3.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/04/2000
  • Share Class size81Mn
  • Base currencyGBP
  • ISIN GB0004073002

Purchase Info

  • Min. initial investment250,000
  • Min. regular additional investment250,000

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).