Go compare with our comparison table

Ethical investment suffers

06 August 2009 / by Rebecca Sargent

Ethical investment has suffered at the hands of the credit crisis, the latest statistics from the Investment Management Association (IMA) have revealed.

In fact, ethical investment funds saw a net outflow of £18.4million in the second quarter of 2009, compared with an inflow of £45.9million during the first quarter – the first outflow since records began in 1992.

However, despite the outflow, total ethical investment funds under management totalled £4.5billion in the second quarter of 2009, up from £4.1billion the quarter before.

The figures also showed that the number of overall investment funds under management increased by 15 per cent in quarter two compared with the previous quarter, with balanced funds accounting for 65 per cent, and equity funds representing 19 per cent.

Commenting on the results, Jane Lowe, director of markets at the IMA said: "In line with overall net retail sales, funds of funds saw record net retail inflows in quarter two.

"Although only a small proportion of funds under management, ethical funds by contrast saw their first net outflow since records began in 1992."

Compare investment deals »

© Fair Investment Company Ltd

ProviderProductMore Info
Global Eco Trends FundMore Info >
Socially responsible fund that aims to achieve long-term capital growth. Save 100% on Initial Charges.
Jupiter EcologyMore Info >
The objective of the Fund is to achieve long-term capital appreciation together with a growing income consistent with a policy of protecting the environment. The Fund’s investment policy is to invest worldwide in companies which demonstrate a positive commitment to the long-term protection of the environment. See latest fund factsheet for details.
Ecclesiastical Amity InternationalMore Info >
Income Paid Quarterly. The Fund aims to achieve long term capital appreciation and a reasonable level of income by investing principally in International companies. The Amity International Fund seeks to invest in a portfolio of companies which make a positive contribution to society and the environment through sustainable and socially responsible practices. The Fund seeks to avoid investment in certain areas such as companies which have a material involvement in alcohol, tobacco and weapon production, gambling and publication of violent or explicit materials. See latest fund factsheet for details.
Schroders Global Climate Change FundMore Info >
The Fund's investment objective is to provide capital growth primarily through investment in equities and securities of worldwide issuers which will benefit from efforts to accommodate or limit the impact of global climate change. Investment will be primarily in directly held transferable securities. The fund may also invest in collective investment schemes, cash, deposits, derivatives, warrants and money market instruments.See latest fund factsheet for details.

The value of investments and any return from them can fall as well as rise and you may not get back the full amount invested. Please ensure that you read the Important Risk Information below.