A decent investment with decent returns
Article Abstract:
United Kingdom investors can use ethical funds to tackle concerns about the implciations of their investments. These funds have attracted some 2 billion pounds sterling invested in pensions, investment trusts and unit trusts. Investors have tended to use unit trusts most, and there are 23 ethical funds, compared to only one in 1984. There are three ethical investment trusts, accounting for around 155 million pounds sterling worth of assets under management. Average returns of ethical funds are better than the average for UK trusts, though not as good as the FTSE All-Share.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1998
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Who'd be a trustee?
Article Abstract:
United Kingdom charities were permitted to invest in equities from 1961, when the Trustee Investment Act was passed. This Act has caused some problems for charities due to the restrictions that it imposes such as a rule that stocks have to pay dividends for five years prior to their being selected by a charity as an investment. Such a rule can exclude a number of safe investments from companies in the FTSE 100 index. Charities can use common investment funds to get round some of the restrictions, but there is a need to reform the law.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1999
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Ethical obligations
Article Abstract:
UK charities should assess a number of isues when considering ethical investments. They should assess whether ethical investments are desirable and the impact of using ethical investments on performance. Charities should assess policies to see whether investment policies are in line with the aims of the charities. Charities have an obligation to obtain the best returns available, taking risk into account. Ethical funds need not perform more poorly than conventional funds.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1997
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