Features
Ecclesiastical, Friends Provident, Kames, Jupiter and Alliance Trust top adviser choice for SRI
The fifth annual Voice of the Adviser survey gathered responses from over 200 financial advisers, on the state of their industry, sustainable investment and the economy. 2014 saw strong growth with promising signs for 2015. Today we look at the sustainable, responsible and ethical investment fund providers.
We asked all financial advisers which ethical fund providers they use most often. The top five funds of this type used by financial advisers are Ecclesiastical (45%), Friends Provident (43%), Kames (40%), Jupiter (39%) and Alliance Trust (27%).
Amongst EIA members (the adviser body for ethical investment specialists), Ecclesiastical (80%), Jupiter (80%), Kames (70%) and Pictet (70%). Alliance Trust, F&C, Friends Provident and Standard Life all enjoyed support from 60%. First State, Rathbone, Royal London and WHEB all gained the support of 50%.
To receive a copy of the full report please register for our newsletter here if you are an investor or here if you are an adviser.
If you’re looking for sustainable investment options why not refer to our 2014 Guide. If you’re looking for financial advice why not refer to our 2013 Guide to Sustainable Investment and our 2013 directory of sustainable funds.
Photo: Ken Teegardin
Further reading:
The Guide to Ethical Funds 2013
Good Money Week: Barchester Green names top five ethical funds
UK gets largest ethical investment business as Gaeia and Barchester Green join forces
Good Money Week: Barchester Green names top five ethical funds
Gaeia, Barchester Green and financial advice on ‘sensible investment’