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CIS SUSTAINABLE LEADERS - Fund overview

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Overview of CIS SUSTAINABLE LEADERS

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. CIS SUSTAINABLE LEADERS does not fall into either of these categories at present.

Standard Initial Charge

5.00% 2.00%

Invest via Bestinvest

to save 3.00%

Find out how to invest

Fund summary

Sector  UK All Companies
Product type  UNIT TRUST
Launched  May, 1990
Size  £318m
Yield 1.6%
Charging basis  –
Dividends paid  31/1, 31/7.
Bid price 290.50p -1.70p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.25%
Annual management charge 1.50%
Total expense ratio 1.53%
Reduction in yield (10yr) 1.75%

Bestinvest says


No information available.

Portfolio

cis sustainable leaders asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash –
cis sustainable leaders equity geographic illustration
Allocation Proportion
UK 75%
Europe 15%
Nth America 10%
Japan 0%
Pacific 0%
Other Equity 0%
cis sustainable leaders equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 20%
Small Caps 0%

View all performance data for CIS SUSTAINABLE LEADERS

Investment process


The CIS Sustainable Leaders Trust aims to provide capital growth from a diverse portfolio of equities, mainly in the United Kingdom and in any economic sector. Investment is limited to companies that are likely to benefit from measures to improve the environment, human health, safety and the quality of life. In addition, investment may be made in companies considered to be beneficiaries of changing attitudes towards a cleaner and safer environment, including those seen to be making above-average efforts to minimise environmental damage caused by their activities. Areas of avoidance constitute animal testing (unless conducted for the benefit of human health), countries where human rights are disregarded, items with military applications, tobacco and nuclear power.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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