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Performance of ‘Ethical/Sustainable’ funds vs ‘Non Ethical’ July 2021

August 23rd, 2021

The following table has been kindly supplied by Moneyfacts and is published in this month’s Investment Life and Pensions Moneyfacts magazine.

It shows the performance of (what Moneyfacts refer to as) ‘Ethical’ vs ‘Non Ethical’ funds.

In summary, it shows a consistent, and in many places remarkable, picture of outperformance for ethical equity funds over time periods from 1 to 15 years, but a more challenging market for ethical bond funds.

 

1 year 3 years 5 years 10 years 15 years
All ethical funds

 

19.87% 34.65% 73.51% 142.5% 253.97%
All non-ethical funds

 

17.89% 21.54% 51.79% 109.59% 170.27%
IA sector performances

 

Ethical £ Corporate Bond funds

 

3.08% 12.36% 19.99% 71.72% 96.62%
Non-ethical £ Corporate Bond funds

 

2.89% 16.05% 26.42% 82.79% 118.3%
Ethical Mixed Investment 40-85% funds

 

16.51% 32.57% 70.23% 139.19% 266.38%
Non-ethical Mixed Investment 40-85% funds

 

17.67% 20.49% 45.88% 92.72% 144.59%
Ethical Global funds

 

26.88% 68.75% 130.35% 221.84% 262.9%
Non-ethical Global funds

 

25.48% 39.05% 84.62% 185.1% 260.81%
Ethical UK All Companies funds

 

25.03% 20.83% 65.85% 117.98% 223.83%
Non-ethical UK All Companies funds

 

28.03% 12.64% 50.55% 96.52% 140.64%
Moneyfacts/Lipper Investment Management. % Growth as at 1 July 2021, total return, UK net, no initial charges.

 

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