The first half of 2017 has been positive in both absolute terms and relative to benchmark. Much of the performance was achieved through individual fund selection with several standout performers. Once again, the Royal London Sustainable Trusts beat the majority of funds with no ethical or Socially Responsible Investing (SRI) restrictions and they continue to perform very well, whilst in the same sector the Axa Ethical Distribution fund has achieved a superb 3rd percentile position, returning nearly 18% on a rolling year basis.
Of course, it hasn’t all been success stories and the property sector has struggled over the last twelve months, regardless of any ethical filters.
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