Ethical Performance
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Roger Aitken, analyst, interprets the April 2014 data

May 2014

The £6.17m Guinness Alternative Energy C fund yet again outpaced peers in the UK Registered funds sector over the past year to 31 March 2014 with a cumulative +54.37% return albeit that the past three- and five-year performances were less stellar at -25.60%/174th and -5.59%/146th, respectively. Premier Ethical A Inc., a £73.13m fund, was runner up over the past 12 months with a +27.98% performance and exhibited robust gains of +64.49%/1st over the past three years and +142.87%/6th over the last five.

Craton Capital Renewable, Alternative & Sustainable Resources A, a £4.32m fund with a long-term capital growth objective, ranked 146th (+0.97%) over the past three years scooped third top spot over the past year with +25.48%. The £9.82m SUNARES fund again bottom ranked on a past one-year view with a worsening -27.05% out of 199 funds and -59.88%/176th over last three years.

Within the US Mutual funds sector, which had the best peer group average at +122.66% over five years, the $13.6m Firsthand Alternative Energy fund beat rivals over the past one year with +90.28%. This contrasted with its -6.42%/198th over three years, but a +51.03% performance over five years restored matters. Second top was the $25.11m Guinness Atkinson Alternative Energy fund with +62.31% over the past year versus -29.66%/201th rank over the past three years and -3.48%/185th over five.

Shelton Green Alpha, a $14.66m fund and relative newcomer, came third top with +56.09%. Eventide Gilead N, a $630.28m fund, ranked fourth top on a one-year view with +44.36% but top ranked over the past three years (+79.26%) and produced an outstanding +225.32% over five. Epiphany FFV Latin America A, another relative new fund, propped up this sector for the past year with -14.58%.

LSF Asian Solar & Wind A1 fund topped the European Funds sector with a +129.67% over the past 12 months (-25.47%/1,002th over past three years and +39.89% over five). It pipped MAP Clean Technology Fund I over the last 12-month period.

FIP Développement Durable A A/I fund was the sector lagger from 1,099 funds with -33.09% over the past year and -36.66% over three years. The UK Individual Pensions sector had the best peer group average over the past one- and three-years. 

Global | SRI

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