An outperforming UK ethical fund to consider

by , 23 November 2015

Ethical investing is growing in popularity.

Ethical investing involves only investing in companies that stick to certain ethics and this means avoiding investing in companies which deal in arms, tobacco and alcohol, for example.

There is an ethical fund in the UK which has outperformed its benchmark and is looking good for further outperformance.

Let's take a closer look…


An ethical fund that’s beating the market

 
There are critics of ethical investing. Some investors believe that in the quest to invest ethically, you could sacrifice better returns.
 
But this doesn’t seem to be the case for Kames Ethical Equity Fund, managed by Audrey Ryan.
 
As Ed Monk in the Daily Telegraph explains, this ethical fund is one of “few promising options in the sector”. Over the past five years, the fund has bettered the performance of the FTSE All Share Index by almost double. The fund concentrates on avoiding investment in “companies that pollute the environment, service the armed forces, make large political donation or fall foul of other ethical criteria”.
 

This ethical fund has large holdings in financials and consumer services stocks

 
Ms Ryan says the fund’s criteria “forces you to think laterally”. The fund contains a heavy weighting of financial and consumer services sectors, accounting for 60% of it. The vast majority of holdings are UK stocks.
 
The fund’s top holdings include Relx, Vodafone, Legal & General and Lloyds Banking Group. The fund also has exposure to smaller companies involved in the digital realm.
 
Over the past three years, the fund has outperformed its benchmark by 24% and 11% over one year. The fund charges an annual charge of 0.8%.
 
So there you have it. An outperforming UK ethical fund to consider.
 
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