Fund Snapshot: 25th November 2009
By investing in this fund you will be making a positive contribution to the planet by maintaining a socially responsible and sustainable financial plan.
Interested in socially responsible investing? Find out more with an investment enquiry or call 0800 678 5929 now
Whether this is your first venture into funds investments, or you are a more experienced investor, Principle First offers a comprehensive range of funds analysis services. With a free, no-obligation financial review, we can evaluate your existing funds portfolio, and structure your financial planning to ensure your money is working most efficiently for you.
Aim of the Amity International A Fund
The Amity International A Fund aims to achieve long term capital growth and a reasonable level of income by investing principally in international companies. The funds portfolio majors on companies which make a positive contribution to society and the environment, through sustainable and socially responsible policies and strategies.
If you wish to take a positive step in an ‘ethical’ direction by including the Amity fund in your investment portfolio, your pension, or your ISA, give us a ring on 0800 678 5929 or visit our ONE PLAN client investment area, where you can create, modify, and monitor all your investments in absolute privacy, online and from the comfort of your office or your home.
Fund Manager is Rob Hepworth
Rob has managed the Amity International A Fund since its launch in 1999. Prior to that he managed the Ecclesiastical Higher Income Fund, and the Ecclesiastical Pension Fund. He joined the company as an investment analyst in 1988. He is a registered Trustnet Alpha Manager with a proven track record in rising and falling markets.
Fund Sector
International equities with emphasis on social responsibility and ethical investment
For ethical investment, make an investment enquiry now or call 0800 6785929
Fund Rating
Crown rating of 3
Fund Launch:
13th September 1999
Comparative Index
FTSE World
Minimum Fund Investment
£200
Fund Asset Weightings
23.8% Europe ex UK
21.9% Pacific Basin
19.9% Money Markets
15.4% International
13.7% UK
5.3% North America
Top Fund Holdings by Sector
Money markets, industrials, healthcare, telecoms & media, financial, consumer products, services, oil & gas, utilities, basic materials
Top Fund Holdings by Region
Europe ex UK, Pacific Basin, Money Markets, International, UK, North America
Let us advise you on ethical investing! Make an investment enquiry now or call 0800 6785929
