St James's Place Ethical L Acc

Ranked 447 out of 715 in - Global over 12 months
All calculations are in GBP unless stated

Managed by

Jamie Cumming

Jamie Cumming graduated with a BA from the University of Strathclyde. He started his career at Grant Thornton where he qualified as a chartered accountant. He joined Edinburgh Fund Managers in 2001 where he started as an investment manager on the Japanese equities team. The company was acquired by Aberdeen Asset Management in 2003 and Jamie is currently a senior investment manager on the global equities team. He is a CFA Charterholder and is a member of the Institute of Chartered Accountants in Scotland.

Objective

The investment objective of the Scheme is to achieve capital appreciation over the medium to long term, by investing worldwide in companies that meet generally accepted ethical criteria (a statement of the ethical investment principles is available on request). The Scheme will invest principally in equities and convertible stock and may hold fixed interest securities. In selecting assets, the Manager will not knowingly invest in any company, industry or country whose business or behaviour offends against generally accepted ethical criteria.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/11/2017 - 30/11/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.9% 5.6% 2.8%
2017 12.6% 5.8% 0.6% 0.9% 4.9%
2016 30.7% 5.8% 8.4% 9.4% 4.1%
2015 -9.8% 5.6% -6.3% -12.5% 4.2%
2014 5.8% 2.3% 3.9% 0.3% -0.7%
2013 7.9% 10.6% -2.5% 1.2% -1.2%
2012 11.4% 7.3% -5.2% 5.9% 3.5%
2011 -12.1% -1.8% -0.2% -15.3% 5.9%
2010 14.2% 6.1% -8.8% 6.7% 10.6%
2009 26.1% -13.0% 11.5% 23.7% 5.2%
2008 -21.5% -6.6% -1.4% -11.2% -4.0%
2007 10.0% 3.3% 3.5% -1.1% 4.0%
2006 12.2% 7.7% -4.3% 4.9% 3.7%
2005 29.3% 2.3% 5.0% 13.8% 5.8%
2004 13.4% 1.8% 3.0% 0.9% 7.2%
2003 18.0% -7.2% 15.0% 3.5% 6.8%
2002 -31.9% -0.5% -13.6% -21.9% 1.5%
2001 -19.8% -11.8% 1.3% -19.2% 11.1%
2000 -1.9% 4.5% -3.7% 1.0% -3.6%
1999 -0.4% 14.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/04/1999
  • Share Class size128Mn
  • Base currencyGBP
  • ISIN GB0006074891

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment5.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).