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CIS SUSTAINABLE WORLD TRUST - Fund overview

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Overview of CIS SUSTAINABLE WORLD TRUST

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. CIS SUSTAINABLE WORLD 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%

Fund summary

Sector  Mixed Investment 40-85% Shares
Product type  UNIT TRUST
Launched  September, 2009
Size  £83m
Yield 1.4%
Charging basis  –
Dividends paid  –
Bid price 111.80p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 2.00%
Additional bid/offer spread 0.26%
Annual management charge 1.50%
Total expense ratio 1.55%
Reduction in yield (10yr) 1.77%

Bestinvest says


No information available.

Portfolio

cis sustainable world trust asset allocation illustration
Allocation Proportion
Equity 80%
High yield bonds
Quality bonds 18%
Property
Commodities
Hedge
Fund cash 2%
cis sustainable world trust equity geographic illustration
Allocation Proportion
UK 58%
Europe 9%
Nth America 33%
Japan
Pacific
Other Equity

No data available.

Investment process


The funds main objective is to provide medium to long term capital growth via worldwide investments in multiple asset classes, but primarily equities with some fixed interest securities and cash.

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.

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