Recent Returns on Ethical Managed Funds
As at 30 June, 2007 – net of ongoing fees
| |
Returns (%) |
Australian Share Funds |
1 yr |
3 yr |
5 yr |
Since inception |
Australian Ethical Large Companies Trust |
16.00% |
18.50% |
15.80% |
13.10%
Sep 1997 |
Australian Ethical Equities Trust |
36.90% |
23.10% |
17.40% |
12.40%
Sep 1994 |
Hunter Hall Australian Value Trust |
38.40% |
19.60% |
13.90% |
18.00%
Nov 2001 |
AMP Sustainable Futures Australian Share Fund |
27.19% |
26.30% |
19.22% |
15.49%
Apr 2001 |
Perpetual wholesale Ethical Fund |
38.30% |
28.70% |
21.10% |
n/a |
BT Ethical Shares Fund |
32.00% |
30.46% |
23.59% |
16.20%
Apr 2001 |
Challenger Socially Responsive Investment Fund |
28.46% |
23.91% |
16.81% |
14.19%
Jun 2000 |
| International Funds |
|
|
|
|
Dexia Sustainable Global Equity Fund |
6.77% |
9.19% |
n/a |
n/a |
AMP Responsible Investment Leaders International Fund |
9.44% |
10.09% |
4.96% |
-1.13%
Apr 2001 |
Hunter Hall Global Ethical Trust |
18.00% |
19.50% |
17.00% |
13.50%
Nov 2001 |
| Balanced / Diversified Funds |
|
|
|
|
Australian Ethical Balanced Trust |
10.60% |
11.70% |
11.00% |
8.30%
Oct 1989 |
Hunter Hall Value Growth Trust |
29.60% |
23.70% |
20.00% |
19.90%
May 1994 |
If you would like to invest, call an adviser at Ethical Investment Services
DISCLAIMER
The content of this article contains general securities
advice only, which is not intended for any particular
client. In preparing the content, Ethical Investment
Services Pty Ltd has not taken into account any particular
customer's investment objectives, financial situation
or particular needs. Accordingly, before acting on any
advice contained in the content, you should contact
your financial adviser to consider whether the advice
is appropriate in light of your particular investment
needs and circumstances.
|
