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Premier Ethical A Inc

Ranked 6 out of 262 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Chris Wright

Guildford-based Chris Wright is currently a Senior Investment Manager at Premier Asset Management. Chris adopts a pragmatic approach to his portfolio in terms of market cycles and currently manages two funds which invest primarily in European-based equities. Chris first began his career as a Trainee Analyst for NPI, before becoming a UK Equity Manager for BAPF in March 1986. Since then, Chris has held a number of sales roles with various companies before assuming his current position in September 2008. Chris was educated in Manchester, where he studied Management Sciences.

Objective

To achieve capital growth over the long term. The Fund’s investment policy is to invest in companies which meet defined ethical criteria predominately in the UK, although the ACD may invest internationally when appropriate. The Premier Ethical Fund has an independent Committee of Reference, which meets regularly to discuss research on topical issues relating to the ethical criteria. The Premier Ethical Fund may also invest in companies quoted on the Alternative Investment Market in the UK and on similar stock markets overseas.

Performance

UK (All Companies) over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 3.3% 4.8% -3.5% 2.2%
2013 36.7% 11.7% 2.3% 7.6% 11.1%
2012 23.9% 12.4% -5.6% 8.1% 8.0%
2011 -6.4% 0.3% 2.3% -13.9% 6.0%
2010 10.9% 3.4% -7.5% 10.8% 4.7%
2009 20.8% -9.3% 9.3% 19.5% 2.1%
2008 -27.5% -9.0% -4.3% -7.5% -10.1%
2007 0.7% 3.7% 1.0% -4.1% 0.2%
2006 18.7% 7.2% -2.1% 4.9% 7.9%
2005 17.5% 1.6% 3.4% 6.3% 5.2%
2004 14.1% 2.7% 2.3% 1.4% 7.1%
2003 19.5% -8.0% 16.9% 4.5% 6.3%
2002 -25.6% 0.1% -13.0% -17.5% 3.5%
2001 -15.1% -9.5% 0.6% -18.8% 14.8%
2000 -4.1% -0.1% -4.0% 3.9% -3.7%
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 8.1% 3.1% 4.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
Prudential PLC ORD 4.64
HSBC Holdings PLC ORD 3.85
BG Group PLC ORD 3.81
Capita PLC ORD 3.56
Investec PLC ORD 3.05
Dixons Carphone PLC ORD 2.94
OneSavings Bank PLC ORD 2.93
Next PLC ORD 2.89
Trinity Mirror PLC ORD 2.83
Arrow Global Group PLC ORD 2.80
31/08/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/07/1986
  • Share Class size47Mn
  • Base currencyGBP
  • ISIN GB0004072699

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment500

Charges

  • Annual management1.5%
  • Initial investment4

Related News

AAA-rated Wright: the UK's 'great unsung' ethical companies

Chris Wright, the Citywire AAA-rated manager of the Premier Ethical fund, tells Wealth Manager that cynics would be wrong to dismiss ethical investing.

Premier CIO Branigan ups sticks and quits

Mike Jennings to take the reins as acting chief investment officer while Branigan's Absolute Growth fund is to pass to David Hambidge

Harris wings it to Hermes

Philip Harris, fund manager of the Credit Suisse Smaller Companies fund, has resigned to join investment boutique Hermes.

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