Fund EcoMarket SRI Database – Quarterly update completed

Fund EcoMarket SRI Database – Quarterly Update completed

The ‘SRI FundFinder’ area of the Fund EcoMarket database is used by industry professionals to identify SRI options which have been segmented according to their approach to SRI (‘SRI Style’), high level investment area and product area.

The tool carries over 400 live listings and is updated quarterly.

The database works alongside the ‘SRI StyleFinder’ client fact find questionnaire.

Other than some of the regular funds that regularly seem to appear and disappear from the datafeed, the following changes were noted:

OEICS/UT

• Cheviot fund name change to ‘Quilter Cheviot Climate Assets’
• WHEB fund name changed to ‘FP WHEB Sustainability’
• Truestone fund name changed to ‘IM Truestone Global Impact’
• Old Mutual Ethical fund added (launched 23/09/2005, however not previously on data feed). Awaiting additional information in order to finalise ethical/SRI Style

Investment Trusts

•  Our datafeed listed ‘CS Real Estate Green Property’ however this was not added as it is not UK Domiciled
• Impax Asian Environmental Markets closure was noted and fund duly removed

 Pension

• Standard Life European Ethical Pension – added (launched 17/09/13)
• Zurich UK Opportunities was reclassified as ‘unclassified’ SRI Styles

 Life

• F&C life fund options from the Aviva platform
• Further reductions on the AXA platform
• Aviva Investors Sustainable Futures life options removed by Friends Life

As ever … we welcome queries and comments relating to fund changes and SRI Styles classifications.

We are also be happy to discuss the inclusion of additional fund information with fund managers and distributers at any time.