Quilter Investors Ethical Eq R (GBP) Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.25%
  • 3 Year sharpe0.88
  • 3 Year alpha1.34
  • Distribution Typeaccumulation
  • BenchmarkFTSE World TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.90%
  • IA SectorGlobal
  • Manager GroupQuilter Investors
  • DomicileUnited Kingdom
  • ISINGB00B8RZ2W99

Investment Strategy

The Fund aims to achieve income and capital growth through investment in companies that demonstrate sound ethical practice and to outperform the FTSE World Index, net of charges, over rolling five-year periods. The Fund invests in a diversified portfolio, consisting primarily (at least 70%) of equities, which are held either directly or through collective investment schemes (which may include those that are managed or operated by the Manager or an associate of the Manager). Investment may also be in fixed interest securities.

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