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%)

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