A significant number of 'explicitly ethical' funds have topped the performance charts within the broader IA Global sector year-to-date, despite being among the worst performers amid their global peers during the Q4 2018 sell-off, research from Investment Week using FE data shows.
However, fund experts have warned that while the returns reflect the fact that "conscientiousness and returns can work together", the underperformance many of them suffered last year compared to general global equity funds serves as a reminder of the volatility spikes ethical investors will have to take into account when choosing these investments. According to Investment Week research - which filtered funds with explicitly ethical, environmental or sustainability investment goals, as opposed to an ESG-overlay on a more traditional fund product - Pictet Global Environmental Opportunit...
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