Performance of ‘Ethical/Sustainable’ funds vs ‘Non Ethical’ July 2021
Posted on: 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
|
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| 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. | ||||||