Standard Life Investments has long recognised the importance of providing a choice of funds suited to investors’ own individual circumstances, objectives and preferences and it’s now almost a decade since they launched their first ethical OEIC fund. Their ethical funds aim to invest in companies that have adopted positive initiatives on social and environmental issues – in other words, they offer investors all the benefits of stock market investment without sacrificing their ethical principles.
Since launching their UK Ethical Fund in 1998, they have added an Ethical Corporate Bond Fund (2005) and more recently their European Ethical Equity Fund to help investors benefit from ethical investment opportunities primarily in mainland Europe.
SLI's European Ethical Equity Fund
“The combination of our rigorous negative and positive ethical screening criteria, active engagement on issues of concern to ethical investors and our proven investment process in European equities makes this Fund a compelling prospect for anyone seeking to invest in a European ethical fund." Stuart Fraser, Fund Manager.
The Fund aims to deliver long-term capital growth by investing in an actively managed portfolio of European equities that meet our strict ethical criteria.
Reasons to Invest
Ethical criteria are rigorously applied
SLI follow a thorough process to ensure that the Fund invests only in companies that pass the negative criteria. They also aim to invest a significant proportion of the Fund in companies that meet the positive criteria.
Consistent performance
The Fund is managed by Stuart Fraser who has extensive experience in European markets. He is also manager of their European Equity Growth Fund which is in the top decile of its sector over 1, 2 and 3 years and has produced 116.3% growth against a sector average of 86.1% over the last 3 years*. This consistent performance and management expertise in the Fund being awarded with a prestigious A fund management rating from Standard & Poor’s while Stuart Fraser is AA-rated by Citywire.
* Morningstar, bid to bid, all periods to 01/08/2007
Past performance is not a guide to future returns. You may get back less than you invested. Potential investors should review the ethical policy carefully to ensure it reflects their concerns.
Research expertise
The fund manager is part of a dedicated European team that focus on relentless research and analysis of the markets. Their European equity team employs 9 investment professionals with an average industry experience of 16 years each.
For more information on Standard Life Investments’ ethical range please visit Focus on Ethical or speak to your Standard Life consultant.
No guarantees are given regarding the effectiveness of any arrangements entered into on the basis of this content.
• adviserzone
• Techzone
• askTECH
• The Cutting Edge
• S&I News archive
Tell us what you think of our newsletter.
Give feedback here
•click here to update
[Important Legal Notice][Cookie Policy]
Please note that adviserzone features UK and offshore products provided by Standard Life Assurance Limited and other subsidiaries of Standard Life plc. Click here for a list of product providers.
Standard Life Assurance Limited (SC286833) is registered in Scotland at Standard
Life House, 30 Lothian Road, Edinburgh EH1 2DH and is authorised and regulated
by the Financial Services Authority. 0131 225 2552. Calls may be recorded/monitored.
© 2009 Standard Life.
