If you're looking for growth potential without compromising on principles, why not consider our Ethical Trust?
With our Ethical Trust, you can:
| Annual Management Charge | Extra Expenses* | More Info |
|---|---|---|
| 1.00% | 0.15% | Fund factsheet |
*These include auditor's, trustee's, custodian, registrar's and regulatory fees. As at 31 December 2010.
The Ethical Trust tracks the FTSE 350 Index filtered for our ethical criteria. The above graph shows the impact of this filter compared to the whole FTSE 350 Index.
| Sep 06 to Sep 07 | Sep 07 to Sep 08 | Sep 08 to Sep 09 | Sep 09 to Sep 10 | Sep 10 to Sep 11 | |
|---|---|---|---|---|---|
| *Percentage change | 13.0% | -31.2% | 8.5% | 15.4% | -6.7% |
| ** Value of £10,000 | £11,301 | £7,781 | £8,443 | £9,741 | £9,091 |
*Source: Lipper. The graph and table above show the annual performance of the fund over five years. They take into account the annual management charge and extra expenses, and assume net income is reinvested.
**Source: Lipper. Assumes an investment of £10,000 on 30 September 2006. The value shows cumulative growth for each year over a five year period and includes the initial investment. The figures take into account the annual management charge and extra expenses and assume net income is reinvested.
Past performance is not a guide to future performance.
By applying a 'filtered index', we exclude companies from the UK FTSE 350 Index that don't meet our ethical criteria. We invest weighted amounts in those that do.
| Top 10 Holdings* | |
|---|---|
| Vodafone Group PLC Tesco PLC National Grid PLC Xstrata PLC Lloyds Banking Group | Prudential PLC BT Group PLC SSE PLC Shire PLC Aviva PLC |
*as at 30 September 2011
The FTSE 350 Index is calculated by FTSE International Limited ("FTSE"). FTSE does not sponsor, endorse or promote this product. All copyright in the index values and constituent list belongs to FTSE. Legal & General has obtained full licence from FTSE to use such copyright in the creation of this product. “FTSE™”, “FT-SE®” and “Footsie®” are trade marks of the London Stock Exchange Plc and The Financial Times Limited and are used by FTSE International Limited (“FTSE”) under licence.
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You can find out how our ethical fund has performed over the last five years.
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