Ethical Performance
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investment

Roger Aitken interprets the February 2015 data

March 2015

Robeco Indian Equities D EUR Acc, a £28.12m fund, again top ranked amongst UK Registered funds over the past year to 31 January 2015 with a cumulative return of +62.18% versus +57.05%/14th rank over the last three years. In second place out of 238 funds for the past year was the £511.60m AXA Framlington Health R Inc fund, which posted +33.85% but ranked first both for the past three- and five-years on +99.49% and +152.02%, respectively.

The £27.58m Sparinvest SICAV Ethical HY Val Bond EUR R fund bottom ranked in this sector over the past one year with deteriorating performances of -26.95% - against -3.67%/220th over the last three years. The bottom five funds here - from Schroder ISF Glbl Clmt Chg Eq A € Hdg (-9.79%) down to Sparinvest SICAV Ethical - were all in negative territory over the past year to date.

The US Mutual funds sector produced the best peer group average out of all five sectors analysed by Morningstar at +66.82% over the past five years. GuideStone Funds Real Estate Secs Inv, a $281.65m fund ranked top out of 193 funds over the past 12 months with a performance of +22.08% (versus +36.44%/91st over past three years and +113.96%/15th over past five). A sister fund, the $317.33m GuideStone Funds Extended-Dur Bd Instl, was runner up over the past one year on +19.41% versus +30.47%/115th and +68.83%/84th over past three and five years, respectively). 

The $812.56m Parnassus Endeavor Fund, which scooped top spoils for the year to end December 2014, came third this time over the past year with +18.10% versus +74.47%/2nd and +115.80%/10th over past three and five years, respectively. The $14.23m Guinness Atkinson Alternative Energy fund bottom ranked here over the past year (-20.59%) and was a lowly 180th (+1.19%) over last three years and 171st (-43.50%) over five.

The €775.93m Robeco Institutional Liability Driven EurCor Government bond 40 fund again top ranked among European funds sector over the past 12 months on an improving performance of +81.09% (+89.76/10th for past three years).
MCO2 New Energy FEIF propped up the sector over the past year with -55.28% (-67.09%/1,046th and -83.91%/931st over past three and five years, respectively).

The UK Individual pensions sector posted the best peer group average over the past year compared to all the other sectors with +27.37%, while UK Insurance Funds displayed the best peer average (+38.49%) over the past three years.  




Global | SRI

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