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Funds Centre

Performances as at: 15/08/2008

Data provided by:

Morningstar

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Sector - Ethical/SRI Europe GIF Sector

Sector - Ethical/SRI Europe GIF Sector
Performance1
Fund Name Morningstar Rating2 Fund Rating3 Buy Fund4 Annual Management Charge (%) 1 Year Change (%) Quartile Rank over 1 Year 3 Years Change (%) Quartile Rank over 3 Years Performance Details
Aberdeen Ethical Engment A Acc Not rated Not rated   1.5 -24.56 2     Performance Details for Aberdeen Ethical Engment A Acc
AEGON Ethical Eq A 4 stars Not rated Buy AEGON Ethical Eq A 1.5 -16.41 1 34.74 1 Performance Details for AEGON Ethical Eq A
AXA Ethical R 1 stars Not rated   1.5 -33.51 4 -6.31 4 Performance Details for AXA Ethical R
BNY Mellon Eurp Ethical IT A EUR 2 stars Not rated   1 -16.03 1 12.98 2 Performance Details for BNY Mellon Eurp Ethical IT A EUR
Capita Real A Acc 2 stars Not rated   1.4 -20.05 1 8.23 2 Performance Details for Capita Real A Acc
Credit Suisse Fellowship Rtl 2 stars Not rated   1.5 -18.98 1 11.8 2 Performance Details for Credit Suisse Fellowship Rtl
Ecclesiastical Amity UK A Inc 2 stars Not rated   1.5 -25.8 3 5.04 3 Performance Details for Ecclesiastical Amity UK A Inc
F&C Stewardship Gth SC1 Inc 2 stars Not rated   1.5 -28.74 4 1.78 3 Performance Details for F&C Stewardship Gth SC1 Inc
F&C Stewardship Inc SC1 Inc 3 stars Not rated Buy F&C Stewardship Inc SC1 Inc 1.5 -26.15 3 4.62 3 Performance Details for F&C Stewardship Inc SC1 Inc
F&C UK Ethical 2 Inc 3 stars Not rated   0.35 -16.95 1 13.01 1 Performance Details for F&C UK Ethical 2 Inc
Family Charities Ethical Inc 2 stars Not rated   2 -26.6 3 2.83 3 Performance Details for Family Charities Ethical Inc
HSBC Ethical Charity R Inc Not rated Not rated   0.5 -20.69 2     Performance Details for HSBC Ethical Charity R Inc
HSBC GIF Sustain Leaders M1D EUR Not rated Not rated   1.25 -24.92 2     Performance Details for HSBC GIF Sustain Leaders M1D EUR
L&G Ethical Trust Inc 3 stars Not rated   1 -24.58 2 10.94 2 Performance Details for L&G Ethical Trust Inc
Marlborough Ethical A Inc Not rated Not rated   1.5 -25.7 3     Performance Details for Marlborough Ethical A Inc
Norwich SF UK Growth 1 Acc 2 stars Not rated   1.5 -23.87 2 12.75 2 Performance Details for Norwich SF UK Growth 1 Acc
Norwich UK Ethical 1 Acc 3 stars Not rated   1 -24.25 2 18.68 1 Performance Details for Norwich UK Ethical 1 Acc
Old Mutual Ethical A Acc 2 stars Not rated   1.5 -33.01 4 -2.59 4 Performance Details for Old Mutual Ethical A Acc
Pru Ethical Trust Acc 1 stars Not rated   1.5 -29.19 4 -6.58 4 Performance Details for Pru Ethical Trust Acc
Sovereign Ethical Inc 1 stars Not rated   1.5 -39.48 4 -18.46 4 Performance Details for Sovereign Ethical Inc
Std Lf UK Ethical R Acc 3 stars Not rated   1.25 -25.6 3 13.1 1 Performance Details for Std Lf UK Ethical R Acc
SW Ethical A Acc 1 stars Not rated   1.5 -27.75 3 -0.12 3 Performance Details for SW Ethical A Acc

Notes about the table

1All performances are expressed as percentage change, calculated in sterling on a bid-to-bid basis with dividend income reinvested gross of any applicable taxes. Quartile rankings descend from 1 (top 25%) to 4 (bottom 25%).

2The Morningstar Rating are a rating of the risk-return profile of a fund, calculated using a fund’s monthly performance relative to its sector average for each of the 36 months over the three years to date. The average and volatility of these 36 numbers is used to calculate a fund’s star rating. More stars are better. You may wish to read further about the history of the fund star ranking.

3Fund Ratings aim to identify investment funds that have provided consistently strong performance year after year relative to a meaningful peer group. You may wish to read more about the fund rating process.

4Buy your fund online from Hargreaves Lansdown and save up to 5.5% on the initial fund charges. Read more about Hargreaves Lansdown. Investment values can go down in value as well as up and you may get back less than the amount you invest. Hargreaves Lansdown Asset Management Ltd. is authorised & regulated by the Financial Services Authority.