OEICs

The Ethical Partnership Ltd
180 Woodlands Road
Southampton
Hampshire
SO40 7GL
Tel: 08456-123410
Email: enquiries@the-ethical-partnership.co.uk

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OEICS, Unit Trusts, Exchange Traded Funds and Investment Trusts

Please take the time to contact us and fill in our ethical preferences questionnaire, so that we can analyse your answers and recommend the funds that fit closest to your concerns.

Yield	Fund Name	Last 12 Months	Last 24 Months	Last 36 Months	Updated
1.50	Aberdeen Ethical World A Acc	-5.80%	+12.90%	+46.50%	01/02/2012
0.00	Aberdeen Multi Manager Ethical PFL Acc	-9.30%	+8.70%	+32.70%	01/02/2012
1.80	Aberdeen Responsible UK Equity Ret Acc	+0.20%	+20.20%	+62.90%	01/02/2012
2.30	Kames (Aegon) Ethical Cautious Managed A Acc	+1.40%	+17.60%	+43.50%	01/02/2012
4.37	Kames (Aegon) Ethical Corporate Bond A Acc	+7.50%	+12.40%	+37.10%	01/02/2012
1.32	Kames (Aegon) Ethical Equity A	-4.80%	+19.00%	+49.10%	01/02/2012
	Allianz RCM Global Eco Trends A Acc	-12.50%	-7.80%	-0.60%	01/02/2012
0.72	Avalon Ethical Discretionary Balanced Growth	-2.69	+13.30%		31/01/2012
3.13	Avalon Ethical Discretionary Balanced Income	+2.47%	+15.50%		31/01/2012
	Avalon SRI Discretionary Adventurous	-10.51%	-0.85%		31/01/2012
0.40	Avalon SRI Discretionary Adventurous Saver	-6.54%	+7.78%		31/01/2012
1.13	Avalon SRI Discretionary Balanced Growth	-3.49%	+7.72%		31/01/2012
3.88	Avalon SRI Discretionary Balanced Income	+1.77%	+15.31%		31/01/2012
3.67	Avalon SRI Discretionary Conservative	+4.21%	+13.13%		31/01/2012
0.50	Aviva SF Absolute Growth 1	-8.10%	+16.10%	+40.60%	01/02/2012
4.40	Aviva SF Corporate Bond 1	+6.80%	+10.60%	+42.60%	01/02/2012
1.20	Aviva SF European Growth 1	-10.70%	+1.10%	+16.70%	01/02/2012
0.00	Aviva SF Global Growth 1	+0.50%	+9.70%	+21.50%	01/02/2012
0.90	Aviva SF Managed 1	-0.70%	+9.80%	+30.30%	01/02/2012
0.50	Aviva SF UK Growth 1	-2.30%	+17.30%	+48.40%	01/02/2012
1.50	Aviva UK Ethical 1	-3.00%	+19.40%	+49.30%	01/02/2012
4.41	Axa Ethical Distribution Ret Acc	+3.00%	+15.90%	+44.60%	01/02/2012
0.04	Axa Ethical Inst Acc	+0.00%	+0.00%	+5.00%	01/02/2012
2.09	Baillie Gifford British Ex Tobacco B Inc	+0.00%	+29.10%	+64.90%	01/02/2012
3.58	Blackrock Charifaith Common Inv Acc	+0.00%	+13.60%	+33.40%	01/02/2012
0.00	Blackrock New Energy Investment Trust	-21.80%	-29.80%	-20.20%	01/02/2012
2.40	CF 71M Sustainable Balance A Acc	-1.40%	+8.50%	+18.40%	01/02/2012
2.40	CF 71M Sustainable Balance C Acc	-0.90%	+9.60%	+20.40%	01/02/2012
0.78	CF Real Life A Acc	+4.60%	+17.00%	+43.90%	01/02/2012
1.70	CF Drygate	+2.50%	+11.60%	+32.00%	01/02/2012
3.58	Cheviot Climate Assets Fund	-3.20%			01/02/2012
1.70	CIS Sustainable Diversified	+2.60%	+16.10%		01/02/2012
1.60	CIS Sustainable Leaders Trust	+0.70%	+12.60%	+38.70%	01/02/2012
1.40	CIS Sustainable World Trust	+4.40%	+18.30%		01/02/2012
2.00	CIS UK FTSE 4Good Tracker	+0.50%	+17.00%	+52.10%	01/02/2012
1.48	Ecclesiastical Amity European A	-13.70%	+3.40%	+30.00%	01/02/2012
1.49	Ecclesiastical Amity International A	-7.70%	+10.00%	+45.40%	01/02/2012
5.27	Ecclesiastical Amity Sterling Bond A	+5.30%	+11.00%	+28.40%	01/02/2012
1.59	Ecclesiastical Amity UK A	+0.30%	+20.40%	+59.60%	01/02/2012
	ETFX DAX Global Alternative Energy Eur	-26.60%		-22.40%	01/02/2012
	ETFX Janney Global Water Eur	-3.40%		+37.80%	01/02/2012
	ETFX WNA Global Nuclear Energy Eur	-17.10%		+23.30%	01/02/2012
4.20	F&C Ethical Bond 1 Inc	+8.20%	+13.20%	+30.40%	01/02/2012
1.90	F&C Stewardship Growth 1 Acc	-4.20%	+15.30%	+49.30%	01/02/2012
3.80	F&C Stewardship Income 1 Acc	-0.20%	+20.10%	+50.20%	01/02/2012
0.10	F&C Stewardship International 1 Acc	-3.50%	+13.40%	+42.80%	01/02/2012
6.00	F&C UK Ethical 2 Acc	+0.00%	+0.00%	+0.10%	01/02/2012
1.51	Family Charities Ethical Inc	-2.00%	+10.30%	+43.40%	01/02/2012
0.81	First State Asia Pacific Sus A Eur	+0.90%	+35.60%	+100.80%	01/02/2012
0.68	First State Asia Pacific Sus A GBP	-2.20%	+30.60%	+86.60%	01/02/2012
0.50	First State Global EM Sus A GBP	-5.00%	+28.60%		01/02/2012
0.18	Halifax Ethical C	-4.80%	+7.50%	+26.00%	01/02/2012
0.09	Henderson Global Care Growth A	-5.40%	+10.70%	+31.10%	01/02/2012
0.99	Henderson Global Care Managed A	+0.30%	+14.40%	+36.10%	01/02/2012
3.89	Henderson Global Care UK Income A	+2.70%	+20.50%	+54.50%	01/02/2012
	Henderson Industries of the Future A	-4.50%	+12.10%	+32.50%	01/02/2012
4.13	HSBC Ethical Charity Acc	0.00%	0.00%	+5.50%	01/02/2012
0.00	IFSL Impax Env Leaders A Acc	+0.00%	+3.80%	+21.80%	01/02/2012
0.00	IFSL Impax Env Leaders A Inc	+0.00%	+3.80%	+21.80%	01/02/2012
0.00	IM WHEB Sustainability	-14.20%	-7.90%		01/02/2012
1.18	Impax Asian Environmental Markets	-36.20%	-22.20%		01/02/2012
0.77	Impax Environmental Markets Ord 10p	-21.00%	-12.70%	+9.70%	01/02/2012
0.32	Insight Evergreen A	+0.00%	+5.80%	+24.30%	01/02/2012
	IShares S&P Global Clean Energy GBP	-39.00%		-48.10%	01/02/2012
	IShares S&P Global Timber & Forestry GBP	-14.90%		+50.60%	01/02/2012
	IShares S&P Global Water 50	+1.00%		+51.20%	01/02/2012
	IShares MSCI USA ESG Select Social Index	+4.90%		+71.10%	01/02/2012
0.40	Jupiter Ecology Inc	-4.50%	+9.90%	+30.30%	01/02/2012
3.90	Jupiter Responsible Income Acc	-1.70%	+18.90%	+51.30%	01/02/2012
0.46	Jupiter Green Investment Trust plc	-5.50%	+4.90%	+16.80%	01/02/2012
2.00	Legal & General Ethical Ret Inc	-4.80%	+17.30%	+58.40%	01/02/2012
2.45	Ludgate Environmental	-16.50%	-22.20%	-23.30%	01/02/2012
	Market Vectors Environmental Services	-5.10%		+54.40%	01/02/2012
1.60	Marks & Spencer Ethical Acc	-8.70%	+7.80%	+34.90%	01/02/2012
1.46	Marlborough Ethical A Acc	-12.10%	+4.40%	+53.70%	01/02/2012
1.46	Marlborough Ethical A Inc	-12.10%	+4.40%	+53.70%	01/02/2012
	MI Eden SRI Balanced	-2.96%			31/01/2012
	Neptune Green Planet A Acc	-20.10%	-16.40%	+4.00%	01/02/2012
2.00	Old Mutual Ethical A Inc	+0.00%	+11.20%	+40.80%	01/02/2012
	Osmosis Climate Solutions	-28.60%			01/02/2012
	Premier Renewable Energy Ord	+0.00%	-10.30%	+24.80%	01/02/2012
1.85	Premier Ethical R Inc	-1.50%	+10.90%	+37.10%	01/02/2012
0.29	Prudential Ethical A	-9.60%	+4.40%	+36.10%	01/02/2012
	PS Palisades Global Clean Energy	-34.90%		-26.60%	01/02/2012
	PS Palisades Global Water	-14.20%		+36.00%	01/02/2012
7.00	Rathbone Ethical Bond Inc	+4.40%	+12.80%	+44.10%	01/02/2012
3.20	RBS FTSE 4 Good Tracker ST	+0.00%	+0.00%	+28.30%	01/02/2012
4.98	Royal London Ethical Bond A Ret	+9.30%	+17.20%	+41.50%	01/02/2012
0.00	Schroder Global Climate Change A Acc	-8.30%	+5.90%	+34.20%	01/02/2012
1.40	Scottish Widows Environmental Investor A	-9.80%	+3.30%	+36.20%	01/02/2012
1.30	Scottish Widows Ethical A	-11.40%	-1.70%	+30.00%	01/02/2012
	Scottish Widows HIFML Ethical 1	-4.90%	+7.20%	+25.60%	01/02/2012
	Scottish Widows IP Global SRI A GBP	+0.00%	-0.90%	+27.20%	01/02/2012
0.80	Scottish Widows IP Pan European SRI Equity A GBP	-10.30%	+4.80%	+24.70%	01/02/2012
0.00	Skandia Ethical	-6.60%	+7.10%	+35.00%	01/02/2012
1.72	Sovereign Ethical	+1.00%	+20.40%	+57.20%	01/02/2012
1.60	St James' Place Ethical Inc	-8.20%	+9.40%	+42.90%	01/02/2012
4.49	Standard Life Ethical Corporate Bond Ret Acc	+6.10%	+10.60%	+23.70%	01/02/2012
2.41	Standard Life European Eth Eq Ret	-18.70%	-6.80%	+14.60%	01/02/2012
0.75	Standard Life UK Ethical Trust Ret	-0.70%	+26.70%	+76.40%	01/02/2012
0.20	SVM All Europe SRI A	-11.60%	+17.30%	+108.20%	01/02/2012
0.13	Virgin Climate Change	-4.10%	+10.60%	+31.60%	01/02/2012
	Way Green Portfolio	-12.70%			01/02/2012

Please remember that past performance is not necessarily a guide to future performance. Also, the value of an investment in a unit trust/oeic, and the income from it can fall as well as rise, may be affected by exchange rate variations, and you may not get back your original capital.