Ethical Performance
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Roger Aitken interprets the January 2015 data

February 2015

Robeco Indian Equities D EUR Acc, a £22.78m fund, continued its good run and again top ranked amongst UK Registered funds over the past year to 31 December 2014 with a cumulative return of +41.10% versus +60.64%/16th rank over the past three years.

In second place out of 242 funds over the past year was the £474.26m AXA Framlington Health R Inc fund, which posted +29.57%, but scored a double first over the past three- and five-years with performances of +93.92% and +137.39%, respectively.

The £31.71m Sparinvest SICAV Eth HY Val Bnd EUR R fund took the wooden spoon in this sector over a past one-year view with -21.61% versus +10.25%/204th rank over the last three years. The bottom five funds here were all in negative territory for the past year to date.

Amongst 1,134 European Funds examined, the €775.93m Robeco Institutional Liability Driven EurCor Government bond 40 fund achieved a performance of +74.35% over the past year against +67.03%/82nd rank over past three.
MCO2 New Energy FEIF bottom ranked here on the past one-year horizon with a worsening -55.70% over a month earlier versus -67.17%/1,038th and -84.02%/915th over the past three and five years, respectively. LSF Asian Solar & Wind A1 fund, which was ranked in the bottom five funds in this sector with -14.37% over the last year, has by contrast performed well for the past three-year period with +81.38%/21st.

The US Mutual funds sector produced the best peer group average out of all five sectors analysed by Morningstar at +46.30% over the past three years and +64.80% over the last five. The $768.29m Parnassus Endeavor Fund again scooped top spoils in this sector comprising 193 funds for the past 12 months with +18.50%, after top ranking to 30 November 2014. This compared with fund’s +89.64%/5th and +110.71%/16th over the last three and five years. That said, the $986.62m Eventide Gilead N fund was a close second for the past year on +17.86%, but produced even more scintillating performances of +112.95%/1st and +152.87%/1st over the past three and five-years, respectively.

The $4.70m Epiphany FFV Latin America A fund took the wooden spoon here on -15.17% over the past year just from Guinness Atkinson Alternative Energy, a $15.22m fund, on -14.29% (versus +17.42%/152nd over past three years).
The UK Individual pensions sector exhibited the best peer group average return over the past year versus all other sectors with +27.37%.  


Picture credit: © Primus1 | - Stocks Photo

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