Summary:

Funds which invest with ethical, environmental and moral concerns in mind at all times.


Strategy: Ethical
No of funds: 28
AUM: £ 2.2bn
in association with
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Rank Fund
1 Invesco Perp High Inc
2 Invesco Perp Income
3 Norwich Property
4 Fidelity European
5 Jupiter Income

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Manager: Jim Horsburgh
AUM: n/a
Objective: To create wealth for its investors through stockmarket investment. Witan offers its shareholders a diverse investment in terms of Manager, geographical region, industrial sector and individual stock.
Rank Sector Report 3y (%)
1 Global Emerging Markets view 73.6
2 Asia Pacific Excluding Japan view 50.4
3 European Smaller Cos view 39.7
4 Europe Excluding UK view 33.1
5 Asia Pacific Including Japan view 30.6
a d v e r t i s e m e n t


Rank Factsheet
1 JPM Natural Resources
2 Invesco Perp High Inc
3 BlackRock Gold & General
4 Gartmore China Opportunities
5 Neptune Russia & Gtr Russia

Rank Fund 3y (%)
1 Neptune Russia & Gtr Russia 188.9
2 Scot Wid Latin American 163.1
3 First State Global Resources 159.7
4 BlackRock Gold & General 146.5
5 Threadneedle Latin American 145.8
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