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Premier Ethical C Inc

Ranked 84 out of 246 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 : 30/04/2016 - 30/04/2017
  • Rank 84/246 Total Return
  • Rank 233/246 Standard Deviation
  • Rank 238/246 Max Drawdown
Fund Name Currency Risk
231 TB Saracen UK Alpha Acc GBP

15.6

232 MFM Slater Growth Fund GBP

15.7

233 Premier Ethical C Inc GBP

16.0

234 Barclays UK Lower Cap A Dist GBP

16.5

235 Artemis UK Select R Acc GBP

16.9

Fund Name Currency Loss
236 Standard Life Inv UK Opportunities Ret Acc GBP

-10.8%

237 Phoenix UK A GBP

-10.8%

238 Premier Ethical C Inc GBP

-10.9%

239 Barclays UK Lower Cap A Dist GBP

-11.0%

240 Old Mutual Equity 1 A GBP GBP

-11.6%

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 4.6%
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%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/04/2000
  • Share Class size71Mn
  • Base currencyGBP
  • ISIN GB0004073002

Purchase Info

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

Charges

  • Annual management0.75%
  • Initial investment0

Related News

Profile: how an ethical revolution led to outperformance

Andrew Gilbert says a 72.44% return in 38 months from his most stringent portfolio debases the ‘prejudices’ against ethical investing.

Premier hires Schroders man as flagship income co-manager

Premier Asset Management has hired former Schroders fund manager Geoff Kirk as co-manager of the Premier Optimum Income fund.

Profile: Parmenion's ethical boss on how ESG led to outperformance

Rising star Andrew Gilbert on how embracing ethical management has rerated sector stocks 

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 the currency and currencies indicated).