Top ten ethical investment funds based on financial performance

Fund performance over 12 months, 3 years and 5 years.

Top 10 on blackboard Looking at the last 12 months returns the top ten performers have delivered exceptional double-digit gains with CIS Sustainable Leaders Trust setting the pace with 19.39% and Jupiter Responsible Income at 16.06% close behind. The numbers for three years are equally impressive with all the top 10 funds returning over 33.5% with First State taking top two positions with its Asia Pacific Sustainability and Global Emerging Markets funds delivering 56.86% and 54.20% respectively. All figures are correct as at 31 August 2012.

Top ten fund performance with returns over the last 12 months

FTSE All Share Index 14.32%
  1. CIS Sustainable Leaders Trust TR (19.39%)
  2. Jupiter Responsible Income (16.06%)
  3. CIS Sustainable World Trust TR (15.27%)
  4. Aviva Sustainable Future Global Growth (15.18%)
  5. Henderson Global Care UK Income TR (15.14%)
  6. Ecclesiastical Amity UK TR (15.04%)
  7. Standard Life Investment UK Ethical (14.61%)
  8. COIF Charities Ethical Investment (14.52%)
  9. F&C Stewardship Income (14.08%)
  10. Scottish Widows HFML Ethical (13.62%)

Top ten fund performance with returns over the last 3 years

FTSE All Share Index 28.15%
  1. First State Asia Pacific Sustainability (56.86%)
  2. First State Global Emerging Markets (54.20%)
  3. Ecclesiastical Amity UK TR (41.43%)
  4. Standard Life Investment UK Ethical (40.90%)
  5. F&C Stewardship Income (36.88%)
  6. Aberdeen Responsible UK Equity (36.06%)
  7. Rathbone Ethical Bond TR (36.00%)
  8. Kames Ethical Cautious Managed (35.80%)
  9. Royal London Ethical Bond (35.77%)
  10. Kames Ethical Corporate Bond (33.59%)

Top ten fund performance with returns over the last 5 years

FTSE All Share Index 8.97%
  1. First State Asia Pacific Sustainability (78.66%)
  2. Quadris Environmental (38.18%)
  3. Royal London Ethical Bond (29.62%)
  4. Standard Life Ethical Corporate Bond (27.89%)
  5. F&C International Heritage (26.71%)
  6. Aviva Inv Sustainable Future Corporate Bond (25.87%)
  7. Rathbone Ethical Bond (24.91%)
  8. Ecclesiastical Amity International (24.28%)
  9. Kames Ethical Corporate Bond (22.92%)
  10. Aberdeen Ethical World (16.24%)

Read our 2020 Voting Guidelines

As investors, we vote at company AGMs. It’s a responsibility we take seriously. Read the updated Voting Guidelines.

Read more

Get in touch with our team

We’re available by phone and email, but most of all in person to provide expert advice and assistance.

Read more

Climate Change in a Covid-19 World

How climate change risks sliding down the political agenda due to COVID-19 and what investors can do about it.

Read more