1st July 2014

Standard Life Investments: Ethical investing for the long term

During the last decade, the Standard Life Investments UK Ethical Fund has returned 149.3%* to investors versus the UK All Companies sector average of 129%* and its ethical subsector average of 120.2%*. The Fund has returned above median performance over all key time periods in the UK All Companies sector and has been a consistent top quartile performer in its ethical subsector*. 

The UK Ethical Fund aims to provide long-term growth by investing in a diversified portfolio of UK equities that meet our ethical criteria. It benefits from our successful UK equities team and its robust Focus on Change investment philosophy. The Fund also has a Morningstar OBSR Analyst Bronze rating.

Lesley Duncan, manager of the Standard Life Investments UK Ethical Fund, said;

“I’m in the privileged position of being able to reflect on the changing sentiment of ethical investors over a decade. Standard Life Investments is one of the only ethical fund providers to survey its investors on an annual basis which helps enormously in developing strong ethical fund criteria. It has been extremely rewarding managing the UK Ethical Fund knowing that investors’ views are contributing to the decision-making process. 

Additionally, the consistent outperformance of this Fund reflects the fact that investors do not have to sacrifice performance by taking their ethics into consideration while making investment decisions.”

Standard Life Investments UK Ethical Fund

The views and conclusions expressed in this communication are for general interest only and should not be taken as investment advice or as an invitation to purchase or sell any specific security

* Source; Financial Express, all data to 31/05/2014, bid to bid using the retail share-class

Ethical/ESG, Investments