Unicorn UK Ethical Income B Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.41%
  • 3 Year sharpe0.33
  • 3 Year alpha-0.36
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh Ex Investment Trust TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.81%
  • IA SectorUK Equity Income
  • Manager GroupUnicorn
  • DomicileUnited Kingdom

Investment Strategy

The Unicorn UK Ethical Income Fund aims to provide an income by investing in UK companies which meet the ACD’s ethical guidelines. For this purpose, UK companies are defined as those which are incorporated or domiciled in the UK, or have a significant part of their operations in the UK. Selection of such ethical equities will be undertaken on the basis of thorough company analysis, with ethical and socially responsible criteria reviewed at the point of investment and quarterly thereafter. The Fund may also invest, at its discretion, in other transferable securities, deposits and cash. The Fund may also enter into certain derivative and forward transactions for hedging purposes. The Fund invests at least 80% in UK quoted companies with a bias towards small and medium-sized companies (those with a market value of less than £4 billion). Some of the companies may be quoted on AIM. AIM is the London Stock Exchange’s international market for smaller, growing companies.

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