How Ethical Investments have Outperformed

Ethical funds beat non-ethical funds, index trackers and the FTSE 100 over the past year - thanks to their lack of exposure to failing sectors such as mining

Emma Wall 15 October, 2013 | 11:14AM

Read more on ethical and sustainable investing in Morningstar's Ethical Investing Week 2013.

Ethical funds returned an impressive 24.5% in the 12 months to the end of July this year. Thanks to their exclusions, ethical funds outperformed all non-ethical funds, index trackers and even the FTSE 100. 

While the blue-chip index rose 18.6% in the year to the end of July, its performance was hindered by a large weighting to lagging sectors such as mining, oil and gas and tobacco.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Jupiter Ecology I Acc490.48 GBP2.09

About Author

Emma Wall  is former Senior International Editor for Morningstar

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