F&C Ethical Bond: Qualitative Rating Issued

F&C Ethical Bond is a good at what it does, but its restrictions limit its appeal.

Nitya Pandalai Nayar 14 September, 2009 | 5:32PM
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We have published a new Morningstar Qualitative Rating and Research Report for F&C Ethical Bond fund.

"One of our key concerns with ethical bond funds are their restricted universes and resultant sector biases arising from the ethical screens behind them. While this fund's ethical

screens are less stringent than some ethical bond funds, the shrunken corporate bond universe will always create inherent biases in the fund and affect its performance against a broader corporate bond fund. So investing in line with your conscience comes at a price..."

The full four-page PDF report can be accessed here. It is free to users of morningstar.co.uk.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
CT Responsible Sterling Corp Bd 1 Inc105.30 GBP-0.19Rating

About Author

Nitya Pandalai Nayar  Nitya Pandalai Nayar is an analyst with Morningstar's U.K. research team.

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