Aegon Ethical Equity Fund
| TOTAL AMOUNT SAVED ON CHARGES ON A £10,200 INVESTMENT IS £561 |
|---|
| Your Standard Initial Charge after Discount | Nil |
| Normal Standard Initial Charge | 5.50% |
| Annual Management Charge | 1.50% |
| Additional Charges & Expenses | 0.09% |
The fund first goes through an internal, strict ethical screening process, filtering the FTSE All Share index down to a list of potential investments. This is then passed to the lead fund manager, Audrey Ryan, who has very successfully managed the fund since 2000, to construct the final portfolio.
The fund avoids companies that are involved in areas such as:
- Animal testing
- Intensive farming
- Weapons manufacturing
- Nuclear power
- Gambling
- Alcohol
- Tobacco
- Pornography
- Human rights
- Third World debt
This fund is an excellent choice for ethically-minded investors looking for capital growth.
IMA Sector: UK All Companies.
This fund was named Best Ethical Fund in both 2007 and 2008 at the Money Observer Awards.
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