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Kames Ethical Equity
Citywire Selection Verdict: This fund’s ethical remit means that it missed out on the banking and mining sector rallies of last year, but the fund still successfully beat the UK market over this and longer time periods. Other areas which breach the fund’s ethical criteria include the defensive sectors of pharmaceuticals, aerospace, beverages, food retailers and tobacco. This leaves only a handful of sectors in the large-cap space, skewing overall stock selection towards midsize companies, particularly industrials. Audrey Ryan gains exposure to the financial sector with overweights in insurers and financial services, which she hopes will continue the fund’s strong performance through the year.
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