HOW ETHICAL FUNDS PICK THEIR HOLDINGS
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No matter how innovative a company is , for some people the ethical criteria are more important
Top performing holdings within the fund , which has returned 68.3 per cent over the past five years , include online retailer Boohoo and cyber security firm Sophos . Claudia Quiroz , manager of the Old Mutual Ethical fund , says the key to ethical investing is getting the right balance . A business must be a wellmanaged market leader in its field with a strong balance sheet to make it a viable investment , but it must also be doing good – the fund ’ s strict screening means that if a firm gets even a fraction of its revenue from “ unethical ” activities , it is ruled out .
HOW ETHICAL FUNDS PICK THEIR HOLDINGS
Exclusion 20 ESG Screening
Thematic Mixed
39
73
Fund distribution by approach ( No . of funds )
Source : The Good Investment Review from Good With Money in partnership with 3D Investing
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“ No matter how innovative a company is , for some people the ethical criteria are more important ,” says Quiroz .
There are always opportunities “ But if you ’ re a good investor you can always find opportunities – there are thousands of companies out there making a positive contribution .”
FE TRUSTNET