ASI UK Ethical Equity

A fund that looks to deliver a portfolio of UK stocks across the market cap spectrum that are chosen for their positive impact on society and the environment.

The manager will select stocks from a diversified basket of names which meet strict ethical criteria which is decided by the ethical committee. They will screen out stocks in negative sectors such as tobacco, armaments or human right abuses and will then look for companies that they regard as making a positive contribution to society, such as renewables and support services. The manager looks to build a portfolio of stocks which have attractive long term growth prospects. We like the fund due to the emphasis on a strict, criteria-based ethical process as well as being one of the best performing UK funds with an experienced manager.

Fund type UK OEIC
Asset class Equities
Sector UK
Managed by Lesley Duncan
This fund is not currently listed in our model portfolios

Manager Profile

Lesley is a Fund Manager on the UK Equities desk, and has managed open ended as well as life and pension funds since 2004. Lesley brings over 20 years of experience in the industry, joining Standard Life as a Trainee Analyst in 1995 and working her way up to fund manager. Lesley had previous investment experience gained at Bothwell Asset Management, and holds a BA in Business Economics and Finance.

Fund performance

Standard Life Investments

Standard Life Aberdeen is one of the world’s largest asset managers, with over £655 billion of asset under management (as of December 2017). On 14 August 2017, Standard Life Investments and Aberdeen Asset Management official merged into a new company called Standard Life Aberdeen.

Standard Life Aberdeen is renowned for its expertise in Fixed Income, Equities, Property and Alternatives, running some of Europe’s largest and most popular investment products.