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SRI Column

SRI Fund Spotlight: CLI Framlington Health A

September 2015

CLI Framlington Health A, an OEIC fund that seeks capital growth by investing in healthcare and medical services and products companies globally (including pharmaceutical producers, biotech firms and medical instrument makers), topped the European funds sector over the past one year to 31 July 2015 with a robust cumulative return of +52.58%.

Its performance over the past three and five years was highly impressive too with +119.32% (3rd) and +217.86% (2nd) over the respective periods. The top 5 regions for the fund, which is domiciled in the Isle of Man, are the US with 78.38% followed by the UK (5.72%), Eurozone (2.77%), Canada (2.35%) and Europe - ex Euro (1.65%).

The top five sectors for the fund are Healthcare (82.85%), Basic Materials (0.98%), Consumer Defensive (0.91%), Technology (0.83%) and Industrials (0.69%).

Among UK Registered Funds, the £569.94m AXA Framlington Health R Inc fund ranked first out of 253 funds over the past one year with a cumulative return of +36.20%. In fact it posted something of a triple first by virtue of being ranked first over both the past three years with +99.71% and an even more massive +172.83% over the past five.

The fund beat Pictet-Water HR USD into second spot over the past 12 months on +29.03%, which posted returns of +40.65% (96th) and +73.18% (24th) over past there and five years respectively.

Bottom ranked fund in this sector was Sparinvest SICAV Ethical High Yield Value Bond EUR R fund with a woeful -29.23% over a past one-year horizon (-6.07% over past three years). All of the bottom five funds here posted negative performances over the past one year, while the sector’s peer group average return was 5.25%.

Within the US Mutual funds sector with 163 funds, the US$2,087.10m Eventide Gilead N fund retained its number one ranking over the past one, three and five years with performances of +24.13%, +117.23% and +207.31%, respectively.

It was followed in second place over the past one year by the US$236.68m Brown Advisory Sustainable Growth I on +22.91% (+73.49%/8th over past three years).

The US$643.43m American Century NT Heritage Institution fund came third over the past year on +17.17% versus +62.79%/29th and +103.66%/30th over past three and five years. Timothy Plan Emerging Markets A fund bottom placed over the past year with -31%. The sector exhibited the best peer group average return over the past three years of +43.38%.
 




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