Lower risk SRI funds on way, says ISIS

The company is launching a new vehicle to this end itself, which will have a cash layer and certain unit value guarantees built in. This is part of a broader trend IFAs should expect as providers react to demand for SRI funds that are less equities-based and hence meet risk profiles of more clients. Although equities-based ethical funds have done well on a total returns basis over time when compared to market average returns, the heavy equities bias has turned some IFAs off the idea, ISIS says. By spreading portfolios across more asset classes, it is thought more IFAs will take a l...