Environmental criteria are no bar to profits
Article Abstract:
United Kingdom ethical funds that have performed best are those that have limited their exposure to small firms. Lloyds TSB Environmental Investor Fund is one strong performer, and has invested in large and medium as well as small firms. Stocks are selected for capital growth as well as investment orientation. Other ethical funds that have performed well include CIS Environ Fund, which also seeks capital growth. Friends Provident is the pioneer in this field, and has one ethical investment trust as well as three ethical unit trusts.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1998
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Pep fund performance
Article Abstract:
A survey of investment and unit trusts that can be included in British personal equity plans (Peps) shows their performance using different time scales. These time scales are 10 years, seven years, five years, three years, one year and three months. Data for unit trusts indicate use of bid to bid as a basis and imply the reinvestment of gross income.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 1998
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