Kames fund most popular for ethical investors

Written by Rebecca O'Connor on 28th September 2017

Kames Ethical Cautious Managed Fund has been voted top ethical fund in the AJ Bell investment fund and trust awards.

The winners were voted for by users of the investment platform, both customers and financial advisers.

Ryan Hughes, head of fund selection at AJ Bell, said: “The Kames Ethical Managed fund is a strong choice for those investors who deem ethical criteria as an important part of their investment approach. The fund is broadly 50/50 equities and fixed interest with the ability to flex up to 10 per cent each side, giving a well-diversified portfolio.

“The fixed interest team at Kames remains strong despite recent departures while Audrey Ryan on the equity element is a safe pair of hands. For investors looking for a well managed, instant portfolio of equities and bonds with a strong ethical screen, this fund ticks a lot of boxes.”


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The AJ Bell FIT awards cover 15 categories, including the ethical category.

An expert panel* was enlisted to put forward their nominations in each category. The panel could nominate any investment fund (including OEICs, Unit Trusts, Investment Trusts and Exchange Traded Funds). The panel was asked to look beyond simply investment performance, but also consider how well the fund/trust delivers what it sets out to achieve and how well positioned it is for the future.

Financial advisers and retail customers that use AJ Bell’s Investcentre and Youinvest platforms were then invited to vote for their winner during August 2017.

The most popular individual fund was the Fundsmith Equity fund, which won the Global Equity category. First State Investments** was the only fund group to win more than one award.

The winning funds are all strong performers in their category (see the full list below).  A £15,000 investment, split equally across the 15 winners would have more than doubled in value to £31,628 over the past five years.

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CATEGORIES WINNERS 3 year annualised

return

5 year annualised

return

Value of £1,000 invested 5 years ago
UK Equity Liontrust Special Situations Fund 12.55% 13.30% £1,867
European Equity Jupiter European Fund 19.51% 18.11% £2,298
North American Equity Schroder US Mid Cap Fund 19.34% 19.21% £2,407
Asian Equity Stewart Investors Asia Pacific Leaders Fund 12.02% 12.12% £1,772
Japan Equity Baillie Gifford Shin Nippon PLC 32.62% 31.85% £3,984
Emerging Markets Equity JP Morgan Emerging Markets 14.77% 11.17% £1,698
Global Equity Fundsmith Equity Fund 25.20% 22.23% £2,782
UK Smaller Companies Standard Life UK Smaller Companies Trust PLC 17.69% 17.60% £2,249
Commodities/ Resources BlackRock Gold and General Fund 8.51% -3.37% £843
Technology/ Biotech Polar Capital Global Technology Fund 28.27% 23.52% £2,875
Property F&C Commercial Property Trust 10.62% 12.95% £1,838
Bonds M&G Emerging Markets Bond Fund 14.04% 9.78% £1,595
Income City of London Investment Trust PLC 8.33% 11.42% £1,717
Ethical Kames Ethical Cautious Managed Fund 6.15% 9.09% £1,545
Specialist First State Global Listed Infrastructure Fund 17.79% 16.62% £2,158
Total return on £15,000 split equally across all funds       £31,628