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
Merrill Lynch/Blackrock New Energy Tech Investment Trust 110.50 251.30 459.40 01/07/2008
Impax Environmental Markets Investment Trust 97.50 160.10 279.60 01/07/2008
0.60 Jupiter Ecology 90.10 146.90 215.80 01/07/2008
1.14 Ecclesiastical Amity International 94.40 146.80 195.90 01/07/2008
0.79 AEGON Ethical Equity A 90.20 143.60 206.90 01/07/2008
1.32 Norwich Sustainable Futures European Growth 91.50 140.60 199.00 01/07/2008
0.90 St James' Place Ethical 93.20 133.10 181.50 01/07/2008
2.20 Aberdeen Ethical World A 93.50 130.60 177.40 01/07/2008
1.30 CIS Sustainable Leaders Trust 85.50 129.40 181.40 01/07/2008
0.52 Henderson Global Care Growth 90.50 127.80 01/07/2008
1.40 Ecclesiastical Amity European 86.90 127.10 175.00 01/07/2008
2.98 Standard Life UK Ethical 82.00 125.80 174.30 01/07/2008
1.54 Norwich UK Ethical 1 80.00 125.30 170.20 01/07/2008
0.31 Henderson Industries of the Future 91.20 125.00 150.90 01/07/2008
Credit Suisse Multi Manager Ethical 89.50 123.40 157.80 01/07/2008
0.75 Norwich Sustainable Futures Absolute Growth 86.90 121.20 164.20 01/07/2008
Insight Evergreen 87.10 118.60 150.10 01/07/2008
Halifax Ethical C 87.40 118.50 145.90 01/07/2008
0.53 Norwich Sustainable Futures Global Growth 87.30 118.50 140.90 01/07/2008
0.89 Norwich Sustainable Futures UK Growth 80.20 118.30 155.50 01/07/2008
4.10 Jupiter Environmental Income 76.50 117.50 176.90 01/07/2008
1.08 Henderson Global Care Managed 85.10 117.30 142.90 01/07/2008
2.31 CS Fellowship R 82.80 115.80 156.80 01/07/2008
2.27 Norwich Sustainable Futures Managed 86.40 115.50 138.30 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
1.59 CF Real Life A 81.70 110.20 145.80 01/07/2008
2.89 RBS FTSE 4 Good Tracker 85.00 109.80 146.90 01/07/2008
2.08 Ecclesiastical Amity UK Equity 77.10 108.30 150.60 01/07/2008
4.70 F&C Stewardship Income 1 76.30 107.10 155.50 01/07/2008
1.90 CIS UK FTSE 4Good Tracker 82.40 105.60 01/07/2008
4.30 Henderson Global Care UK Income A 72.90 103.90 138.40 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
2.10 F&C Stewardship Growth 1 73.60 102.90 150.30 01/07/2008
1.80 Old Mutual Ethical A 68.20 97.10 138.40 01/07/2008
6.11 Norwich Sustainable Futures Corporate Bond 93.70 96.10 110.60 01/07/2008
5.45 AEGON Ethical Corporate Bond 95.00 95.10 108.60 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
2.32 Axa Ethical I 66.60 91.50 121.20 01/07/2008
1.34 Sovereign Ethical 63.30 83.60 106.90 01/07/2008
Jupiter Green Investment Trust 85.70 01/07/2008
1.60 Marks & Spencer Ethical 81.80 01/07/2008
Neptune Green Planet A Acc 93.00 01/07/2008
5.07 Royal London Ethical Bond 95.40 01/07/2008
2.21 Skandia Multi Manager Ethical 98.40 01/07/2008
5.94 Standard Life UK Ethical Corporate Bond 98.90 01/07/2008
0.75 First State Asia Pacific Sustainability A 98.60 01/07/2008
2.57 Merrill Lynch Charifaith Cominv 91.70 01/07/2008
2.13 Standard Life European Eth Eq Inst 01/07/2008
0.87 Marlborough Ethical A 79.50 01/07/2008
3.70 Legal & General Ethical R 80.30 01/07/2008
6.25 Ecclesiastical Amity Sterling Bond 01/07/2008
2.20 Aberdeen Ethical Engagement UK A 77.20 01/07/2008
3.38 HSBC Ethical Charity 81.40 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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