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Fiduciary take ethical approach to Switzerland

Fiduciary Trust International has introduced its Swiss equity fund to take advantage of the demand for socially responsible funds that take an ethical stance on investing.

This Dublin-based UCITS invests in small and medium cap companies in Switzerland that have an ethical approach to management. It will consist of between 20 and 25 stocks in the industrial and services sectors. The fund manager selects the stocks using criteria such as their earnings growth potential and how innovative the companies are.

The fund would suit experienced investors who already have a wide portfolio and want exposure to a more specialist European fund in the search for capital growth. It is also likely to be attractive to investors who are concerned about protecting the environment. However, the fund could be too much of a risk for some investors because of its narrow geographical focus.

According to Standard & Poor&#39s, the Fiduciary European equities fund is ranked 20 out of 141 funds based on £1,000 invested on a bid to bid basis with gross income reinvested over three years to December 18, 2000.


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