F&C Ethical Bond: Qualitative Rating Issued

F&C Ethical Bond is a good at what it does, but its restrictions limit its appeal.

Nitya Pandalai Nayar | 14-09-09 | E-mail Article

We have published a new Morningstar Qualitative Rating and Research Report for F&C Ethical Bond fund.

"One of our key concerns with ethical bond funds are their restricted universes and resultant sector biases arising from the ethical screens behind them. While this fund's ethical screens are less stringent than some ethical bond funds, the shrunken corporate bond universe will always create inherent biases in the fund and affect its performance against a broader corporate bond fund. So investing in line with your conscience comes at a price..."

The full four-page PDF report can be accessed here. It is free to users of morningstar.co.uk.

Nitya Pandalai Nayar is a Fund Analyst at Morningstar. She would like to hear from you, but cannot give financial advice.  You can contact the author via this feedback form.
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookie Settings        Disclosures