Wake up daily to our latest coverage of business done better, directly in your inbox.
Get your weekly dose of analysis on rising corporate activism.
The best of solutions journalism in the sustainability space, published monthly.
Select Newsletter
By signing up you agree to our privacy policy. You can opt out anytime.
The £6.58m Guinness Alternative Energy C fund continued its top ranking amongst UK Registered funds over the past year to 31 October 2013 with an improving cumulative +94.44% performance (+77.63% in year to end September 2013).
But over the past three- and five-year time horizons this fund posted a -18.72%/140th rank and -8.19%/119th rank, respectively. Sarasin Sustainable Equity USA P US$ fund scooped the runners up spot over the past year to date with +44.17% versus +39.27%/15th rank over three years - from the £34.1m KBI Institutional Alternative Energy A EUR fund with +43.95% (-6.17% over past three).
SUNARES bottom ranked in this sector out of 154 funds with a -37.51% return over the last 12 months versus -48.63% over past three years, while PIMCO GIS Socially Responsible EM Bond Inst US$ fund came second bottom with -2.82% - against +13.95% over the last three years.
In US Mutual funds sector, Firsthand Alternative Energy fund outpaced the pack over the past one year with a +91.25% performance, followed by the $26.89m Guinness Atkinson Alternative Energy fund with an improving +81.60% and the $269.86m Eventide Gilead N fund in third spot with +53.53%. The latter ranked No.1 over the past five years with a quite stunning +197.39%.
The sector’s bottom five funds were tightly bunched: Calvert Tax-Free Bond A at -3.71% to GuideStone Funds Inflation Protected Bond GS4 at -6.28% on a past one-year view.
LSF Asian Solar & Wind A1 fund took top spoils in the European Funds sector over the past year on an improving +181.03% performance out of 1,111 funds, but compared less than favourably to its -28.62% (999th rank) over a past three-year horizon. MAP Clean Technology Fund I was runner up for the past year (+97.74%), followed by Guinness Alternative Energy A fund with +85.75% versus a -15.21%/988th rank over the last three years. Triodos Vastgoedfunds propped up the sector with a fairly static past one-year performance of -40.98% (-46.68% over past three).
The UK Individual Pensions sector displayed the best peer group average (cumulative return) over both one and three-year periods at +27.37% and +38.43%, respectively. Top ranked fund for this sector over the past 12 months was Skandia/Ecclesiastical Amity European Pension fund with +39.26% versus +27.51% (87th rank) over the past three years. Over the past five-year horizon the US Mutual Funds sector turned in the best peer group average performance with +86.53%.
TriplePundit has published articles from over 1000 contributors. If you'd like to be a guest author, please get in touch!
