Citywire for Financial Professionals
Stay connected:

Citywire printed articles sponsored by:


View the article online at http://citywire.co.uk/money/article/a385128

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.

For more details view the latest factsheet

leave a comment

Please sign in here or register here to comment. It is free to register and only takes a minute or two.

Sponsored By:

More about this:

Look up the funds

  • AEGON Ethical Equity A Acc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Look up the shares

  • Fenner PLC (FENR.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Telecity Group PLC (TCY.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Aggreko PLC (AGGK.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Bodycote PLC (BOY.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Vodafone Group PLC (VOD.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Legal & General Group PLC (LGEN.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Prudential PLC (PRU.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Dunelm Group PLC (DNLM.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Intertek Group PLC (ITRK.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Taylor Wimpey PLC (TW.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Bellway PLC (BWY.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Rightmove PLC (RMV.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Hargreaves Lansdown PLC (HRGV.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Amlin PLC (AML.L)
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Look up the fund managers

  • Audrey Ryan
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Archive

Today's articles

Tools from Citywire Money

From the Forums

+ Start a new discussion

Weekly email from The Lolly

Get simple, easy ways to make more from your money. Just enter your email address below

An error occured while subscribing your email. Please try again later.

Thank you for registering for your weekly newsletter from The Lolly.

Keep an eye out for us in your inbox, and please add noreply@emails.citywire.co.uk to your safe senders list so we don't get junked.

Read more...

The Expert View: FirstGroup, Halfords and BTG

by Harry Brooks on May 24, 2013 at 05:01

Sorry, this link is not
quite ready yet