Ethical Performance
inside intelligence for responsible business
 
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investment

Roger Aitken, analyst, interprets the data:

November 2013

Guinness Alternative Energy C, a £3.72m fund, came top amongst UK Registered funds over the past year to 30 September 2013 with an improving cumulative +77.63% return, but lagged with a -21.90%/150th sector ranking over the past 3 years and -38.36% over past five. The £34.1m KBI Institutional Alternative Energy A EUR fund again scooped the runners-up spot for the past year (+37.02%), up from -10.71% (145th) over 3 years and -30.48% over past five thus tainting matters for longer-term holders. Premier Ethical A Inc., a £60.77m fund, has been a consistent performer here over both the last one and three years – ranking fifth each time with +32.72% and +48.42%, respectively and ranking 19th/+70.22% over five. SUNARES again ranked bottom in this sector posting a deteriorating -38.27% over the last 12 months.

In US Mutual funds sector, the $21.88m Guinness Atkinson Alternative Energy fund continued its top ranking with a more robust +67.64% past one-year cumulative return, yet lies in negative territory over three and five years at -26.33% (199th) and -51.68% (185th), respectively. The $187.64m Eventide Gilead N fund dropped one place to third this time round for the past year on an improving +55.71% and ranked No.1 on five years with a massive +162.67%. Timothy Plan Defensive Strategies A fund took the sector’s wooden spoon again over the past 12 months (-8.09%).



LSF Asian Solar & Wind A1 fund took the yellow jersey within the European funds sector over the past year an improving +141.54%, but still ranks a lowly 1,020th (-34.27%) over the past three-year horizon. MAP Clean Technology Fund I came second for the last year (+97.74%), followed by Guinness Alternative Energy A fund’s +70.18% versus -22.69%/1,012th over past three years. Öko-Aktienfonds was fifth (+39.18%) against a 714th ranking (+10.1%) over past three. While Triodos Vastgoedfunds bottom ranked it saw slight improvement for the past year at -41.25%.


Among UK Insurance funds Skandia/Allianz Global Eco Trends Life fund took top spoils over the past year with a +30.00% return, followed by Canlife/Allianz Global Eco Trends 4 Life fund. L&G/Life Neptune Green Planet fund lagged the entire sector with -2.91% over one year and -31.33% over three. 



For the UK Individual Pension funds sector Skandia Ethical Portfolio Pension fund came out top with +33.57% over the last 12 months.
There was no change at the bottom for ReAssure NM Deposit Pension fund. 




Global | SRI

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