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	-19.18	3			Performance Details for Aberdeen Ethical Engment A Acc
Aberdeen Ethical World A Inc		Not rated		1.5	-1.43	1	43.45	1	Performance Details for Aberdeen Ethical World A Inc
ABN AMRO Stnbl Glbl Eqty EUR A		Not rated		1.75	-5.37	2	22.38	3	Performance Details for ABN AMRO Stnbl Glbl Eqty EUR A
AEGON Ethical Eq A		Not rated		1.5	-9.59	1	49.42	1	Performance Details for AEGON Ethical Eq A
Allianz RCM Global Sust A EUR		Not rated		2	-3.36	1	31.93	2	Performance Details for Allianz RCM Global Sust A EUR
AXA Ethical R		Not rated		1.5	-30.63	4	1.45	4	Performance Details for AXA Ethical R
BNY Mellon Eurp Ethical IT A EUR		Not rated		1	-10.91	1	30.18	1	Performance Details for BNY Mellon Eurp Ethical IT A EUR
Capita Real A Acc		Not rated		1.4	-16.92	2	17.67	2	Performance Details for Capita Real A Acc
CF 7IM Ethical A Inc	Not rated	Not rated		1.75	-4.56	2			Performance Details for CF 7IM Ethical A Inc
Credit Suisse Fellowship Rtl		Not rated		1.5	-15.75	1	21.69	2	Performance Details for Credit Suisse Fellowship Rtl
CS M-Mgr Eithical Ptfl Inc		Not rated		1.5	-8.35	3	28.99	2	Performance Details for CS M-Mgr Eithical Ptfl Inc
Ecclesiastical Amity UK A Inc		Not rated		1.5	-20.56	3	16.22	3	Performance Details for Ecclesiastical Amity UK A Inc
F&C International Heritage	Not rated	Not rated		0	-5.81	3			Performance Details for F&C International Heritage
F&C Stewardship Gth SC1 Inc		Not rated		1.37	-23.81	3	11.77	3	Performance Details for F&C Stewardship Gth SC1 Inc
F&C Stewardship Inc SC1 Inc		Not rated		1.38	-20.78	3	14.68	3	Performance Details for F&C Stewardship Inc SC1 Inc
F&C Stewardship International I	Not rated	Not rated		0.75	-3.08	1			Performance Details for F&C Stewardship International I
F&C Stewardship Intl SC1 Inc		Not rated		1.37	-3.98	2	21.83	4	Performance Details for F&C Stewardship Intl SC1 Inc
F&C UK Ethical 2 Inc		Not rated		0.35	-12.25	1	24.06	2	Performance Details for F&C UK Ethical 2 Inc
Family Charities Ethical Inc		Not rated		2	-19.87	3	16.05	3	Performance Details for Family Charities Ethical Inc
Halifax Ethical C Inc		Not rated		1.5	-8.2	3	27.6	3	Performance Details for Halifax Ethical C Inc
Henderson Glbl Care Grth Rtl		Not rated		1.5	-5.26	2	31.5	2	Performance Details for Henderson Glbl Care Grth Rtl
Henderson Glbl Care Mgd Rtl		Not rated		1.5	-11.46	4	24.97	2	Performance Details for Henderson Glbl Care Mgd Rtl
Henderson Industries Future A		Not rated		1.5	-3.64	2	32.74	2	Performance Details for Henderson Industries Future A
HSBC Ethical Charity R Inc	Not rated	Not rated		0.5	-13.92	1			Performance Details for HSBC Ethical Charity R Inc
HSBC GIF Global Eq SRI AC USD		Not rated		1.5	-10.25	4	19.65	4	Performance Details for HSBC GIF Global Eq SRI AC USD
HSBC GIF Sustain Leaders M1D EUR	Not rated	Not rated		1.25	-18.11	2			Performance Details for HSBC GIF Sustain Leaders M1D EUR
Insight Inv Evergreen Rtl		Not rated		1.5	-9.68	4	25.74	3	Performance Details for Insight Inv Evergreen Rtl
L&G Ethical Trust Inc		Not rated		1	-18.18	3	24.8	2	Performance Details for L&G Ethical Trust Inc
Marks&Spencer Ethical	Not rated	Not rated		1.5	-17.23	4			Performance Details for Marks&Spencer Ethical
Marlborough Ethical A Inc	Not rated	Not rated		1.5	-17.91	2			Performance Details for Marlborough Ethical A Inc
Neptune Green Planet A Acc	Not rated	Not rated		1.75	-10.92	4			Performance Details for Neptune Green Planet A Acc
Norwich SF Absolute Growth 1		Not rated		1.5	-7.99	3	30.02	2	Performance Details for Norwich SF Absolute Growth 1
Norwich SF Global Growth 1		Not rated		1.5	-8.38	3	28.34	3	Performance Details for Norwich SF Global Growth 1
Norwich SF Managed 1		Not rated		1.5	-10.42	3	25.87	2	Performance Details for Norwich SF Managed 1
Norwich SF UK Growth 1 Acc		Not rated		1.5	-17.67	2	24.96	2	Performance Details for Norwich SF UK Growth 1 Acc
Norwich UK Ethical 1 Acc		Not rated		1	-17.54	2	33.13	1	Performance Details for Norwich UK Ethical 1 Acc
Old Mutual Ethical A Acc		Not rated		1.5	-29.92	4	6.74	4	Performance Details for Old Mutual Ethical A Acc
Pru Ethical Trust Acc		Not rated		1.5	-25.44	4	3.59	4	Performance Details for Pru Ethical Trust Acc
Rathbone Ethical Bond Acc		Not rated		1.25	-3.82	4	-1.77	4	Performance Details for Rathbone Ethical Bond Acc
Royal London Ethical Bond	Not rated	Not rated		0.9	-3.91	4			Performance Details for Royal London Ethical Bond
Sovereign Ethical Inc		Not rated		1.5	-33.73	4	-8.47	4	Performance Details for Sovereign Ethical Inc
St James's Pl Ethical Inc		Not rated		1.5	-1.7	1	46.27	1	Performance Details for St James's Pl Ethical Inc
Std Lf European Ethical Eq Rtl	Not rated	Not rated		1.5					Performance Details for Std Lf European Ethical Eq Rtl
Std Lf UK Ethical R Acc		Not rated		1.25	-17.81	2	29.08	1	Performance Details for Std Lf UK Ethical R Acc
SW Ethical A Acc		Not rated		1.5	-24.68	4	8.77	3	Performance Details for SW Ethical A Acc
UBS (Lux) EF-Eco Perform B		Not rated		2.04	-13	4	11.38	4	Performance Details for UBS (Lux) EF-Eco Perform B

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.

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