Ethical Investment, Ethical Money & Ethical Funds

Organic Money

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Sunday, 08 Aug 2010

Ethical Business for Sale

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Tuesday, 27 Jul 2010

CF 7IM - Ethical Fund

Fund Summary

Investment Manager:

Seven Investment Management

Fund Name:

Ethical Fund

Launch Date:

02/02/2007

Geographical Focus:

UK

Ethical Rating:

AverageBelow AverageAverage


Ethical Overview

The Ethical model for the equities and corporate fixed-interest parts of the portfolio is a sustainability matrix providing information on social and environmental impacts of a companies activities. The matrix accounts for the sustainability of the industry itself and the sustainability of the company relative to its sector peers (the latter being a positive 'best in class' approach).
The methodology also rules out certain activities as being unsustainable (a negative screening approach).
Additionally, in the fixed-interest proportion of the fund, issuing countries are assessed with a sustainability rating by reviewing the impact of policy on society and the natural environment. The ratings system also judges a governments' efficiency at translating available economic performance into quality of life (Sustainability efficiency).

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