OEICS, Unit Trusts and Investment Trusts
Please take the time to complete our enquiry form and ethical preferences questionnaire so that we can analyse your answers and recommend the funds that fit closest to your concerns.
Discrete performance, net of charges, net income reinvested, per £100 invested.
Click on the column headings to sort the table.
| Yield | Fund Name | Last 12 Months | Last 36 Months | Last 60 Months | Updated |
|---|---|---|---|---|---|
| 2.20 | Aberdeen Ethical Engagement UK A | 77.20 | 01/07/2008 | ||
| 2.20 | Aberdeen Ethical World A | 93.50 | 130.60 | 177.40 | 01/07/2008 |
| 5.45 | AEGON Ethical Corporate Bond | 95.00 | 95.10 | 108.60 | 01/07/2008 |
| 0.79 | AEGON Ethical Equity A | 90.20 | 143.60 | 206.90 | 01/07/2008 |
| 2.32 | Axa Ethical I | 66.60 | 91.50 | 121.20 | 01/07/2008 |
| 1.59 | CF Real Life A | 81.70 | 110.20 | 145.80 | 01/07/2008 |
| 1.30 | CIS Sustainable Leaders Trust | 85.50 | 129.40 | 181.40 | 01/07/2008 |
| 1.90 | CIS UK FTSE 4Good Tracker | 82.40 | 105.60 | 01/07/2008 | |
| Credit Suisse Multi Manager Ethical | 89.50 | 123.40 | 157.80 | 01/07/2008 | |
| 2.31 | CS Fellowship R | 82.80 | 115.80 | 156.80 | 01/07/2008 |
| 1.40 | Ecclesiastical Amity European | 86.90 | 127.10 | 175.00 | 01/07/2008 |
| 1.14 | Ecclesiastical Amity International | 94.40 | 146.80 | 195.90 | 01/07/2008 |
| 6.25 | Ecclesiastical Amity Sterling Bond | 01/07/2008 | |||
| 2.08 | Ecclesiastical Amity UK Equity | 77.10 | 108.30 | 150.60 | 01/07/2008 |
| 2.10 | F&C Stewardship Growth 1 | 73.60 | 102.90 | 150.30 | 01/07/2008 |
| 4.70 | F&C Stewardship Income 1 | 76.30 | 107.10 | 155.50 | 01/07/2008 |
| 0.30 | F&C Stewardship International 1 | 93.40 | 115.30 | 150.80 | 01/07/2008 |
| 2.33 | Family Charities Ethical | 78.40 | 111.20 | 148.50 | 01/07/2008 |
| 0.75 | First State Asia Pacific Sustainability A | 98.60 | 01/07/2008 | ||
| Halifax Ethical C | 87.40 | 118.50 | 145.90 | 01/07/2008 | |
| 0.52 | Henderson Global Care Growth | 90.50 | 127.80 | 01/07/2008 | |
| 1.08 | Henderson Global Care Managed | 85.10 | 117.30 | 142.90 | 01/07/2008 |
| 4.30 | Henderson Global Care UK Income A | 72.90 | 103.90 | 138.40 | 01/07/2008 |
| 0.31 | Henderson Industries of the Future | 91.20 | 125.00 | 150.90 | 01/07/2008 |
| 3.38 | HSBC Ethical Charity | 81.40 | 01/07/2008 | ||
| Impax Environmental Markets Investment Trust | 97.50 | 160.10 | 279.60 | 01/07/2008 | |
| Insight Evergreen | 87.10 | 118.60 | 150.10 | 01/07/2008 | |
| 0.60 | Jupiter Ecology | 90.10 | 146.90 | 215.80 | 01/07/2008 |
| 4.10 | Jupiter Environmental Income | 76.50 | 117.50 | 176.90 | 01/07/2008 |
| Jupiter Green Investment Trust | 85.70 | 01/07/2008 | |||
| 3.70 | Legal & General Ethical R | 80.30 | 01/07/2008 | ||
| 1.60 | Marks & Spencer Ethical | 81.80 | 01/07/2008 | ||
| 0.87 | Marlborough Ethical A | 79.50 | 01/07/2008 | ||
| 2.57 | Merrill Lynch Charifaith Cominv | 91.70 | 01/07/2008 | ||
| Merrill Lynch/Blackrock New Energy Tech Investment Trust | 110.50 | 251.30 | 459.40 | 01/07/2008 | |
| Neptune Green Planet A Acc | 93.00 | 01/07/2008 | |||
| 0.75 | Norwich Sustainable Futures Absolute Growth | 86.90 | 121.20 | 164.20 | 01/07/2008 |
| 6.11 | Norwich Sustainable Futures Corporate Bond | 93.70 | 96.10 | 110.60 | 01/07/2008 |
| 1.32 | Norwich Sustainable Futures European Growth | 91.50 | 140.60 | 199.00 | 01/07/2008 |
| 0.53 | Norwich Sustainable Futures Global Growth | 87.30 | 118.50 | 140.90 | 01/07/2008 |
| 2.27 | Norwich Sustainable Futures Managed | 86.40 | 115.50 | 138.30 | 01/07/2008 |
| 0.89 | Norwich Sustainable Futures UK Growth | 80.20 | 118.30 | 155.50 | 01/07/2008 |
| 1.54 | Norwich UK Ethical 1 | 80.00 | 125.30 | 170.20 | 01/07/2008 |
| 1.80 | Old Mutual Ethical A | 68.20 | 97.10 | 138.40 | 01/07/2008 |
| 2.45 | Prudential Ethical | 71.50 | 93.70 | 125.80 | 01/07/2008 |
| 6.34 | Rathbone Ethical Bond | 95.00 | 93.40 | 99.50 | 01/07/2008 |
| 2.89 | RBS FTSE 4 Good Tracker | 85.00 | 109.80 | 146.90 | 01/07/2008 |
| 5.07 | Royal London Ethical Bond | 95.40 | 01/07/2008 | ||
| 2.10 | Scottish Widows (SW) Environmental Investor A | 73.70 | 103.30 | 128.00 | 01/07/2008 |
| 2.10 | Scottish Widows (SW) Ethical A | 74.30 | 103.20 | 127.10 | 01/07/2008 |
| 2.21 | Skandia Multi Manager Ethical | 98.40 | 01/07/2008 | ||
| 1.34 | Sovereign Ethical | 63.30 | 83.60 | 106.90 | 01/07/2008 |
| 0.90 | St James' Place Ethical | 93.20 | 133.10 | 181.50 | 01/07/2008 |
| 2.13 | Standard Life European Eth Eq Inst | 01/07/2008 | |||
| 2.98 | Standard Life UK Ethical | 82.00 | 125.80 | 174.30 | 01/07/2008 |
| 5.94 | Standard Life UK Ethical Corporate Bond | 98.90 | 01/07/2008 |
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.
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