F&C STEWARDSHIP GROWTH 1 - Fund overview
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Overview of
F&C STEWARDSHIP GROWTH 1
This fund is managed to strict ethical guidelines with input from a large team whose purpose is to encourage companies to move towards good practice on social and environmental issues. The fund also benefits from strong stockpicking, with a bias to small and medium cap stocks. Investors should be aware, however, that the fund's first priority is responsibility to its ethical status.
Fund summary
| Sector |
UK All Companies
|
| Product type |
OEIC
|
| Launched |
June, 1984
|
| Size |
£471m
|
| Yield |
2.2%
|
| Charging basis |
INCOME
|
| Dividends paid |
31/01, 31/7.
|
| Bid price(inc) |
632.90p |
| Bid price(acc) |
733.50p |
Fund Charges
|
Standard Initial charge
|
5.00%
|
|
Initial charge via Bestinvest
|
0.00%
|
|
Additional bid/offer spread
|
0.00%
|
|
Annual management charge
|
1.50%
|
|
Total expense ratio
|
1.59%
|
|
Reduction in yield (10yr)
|
1.59%
|