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CIS SUSTAINABLE DIVERSIFIED TRUST - Fund overview

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Find rated mixed investment 20-60% shares funds


Overview of CIS SUSTAINABLE DIVERSIFIED TRUST

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. CIS SUSTAINABLE DIVERSIFIED TRUST 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  Mixed Investment 20-60% Shares
Product type  UNIT TRUST
Launched  July, 2009
Size  £211m
Yield 1.8%
Charging basis  –
Dividends paid  –
Bid price 118.30p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.23%
Annual management charge 1.50%
Total expense ratio 1.56%
Reduction in yield (10yr) 1.78%

Bestinvest says


No information available.

Portfolio

cis sustainable diversified trust asset allocation illustration
Allocation Proportion
Equity 48%
High yield bonds –
Quality bonds 50%
Property –
Commodities –
Hedge –
Fund cash 2%
cis sustainable diversified trust equity geographic illustration
Allocation Proportion
UK 92%
Europe –
Nth America –
Japan –
Pacific –
Other Equity 8%
cis sustainable diversified trust equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for CIS SUSTAINABLE DIVERSIFIED TRUST

Investment process


The Fund aims to provide capital growth by investing in a diverse range of asset classes, for example equities, fixed income, property-related investments and cash, mainly in the United Kingdom.

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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