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WAY GREEN PORTFOLIO R - Fund overview

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Overview of WAY GREEN PORTFOLIO R

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

Standard Initial Charge

5.25% 

Fund summary

Sector  Specialist
Product type  OEIC
Launched  –
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price(inc) 85.27p
Bid price(acc) 84.64p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 1.50%

Bestinvest says


No information available.

Portfolio

way green portfolio r asset allocation illustration
Allocation Proportion
Equity 78%
High yield bonds
Quality bonds 2%
Property
Commodities
Hedge
Fund cash 20%
way green portfolio r equity geographic illustration
Allocation Proportion
UK 10%
Europe 25%
Nth America 40%
Japan
Pacific 15%
Other Equity 10%
way green portfolio r equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Investment process


The aim of the Fund is to produce capital growth with the potential for income. The Fund will achieve its aim through thematic investment in a portfolio of collective investment schemes, transferable securities (including investment trusts), warrants, cash or near cash, deposits and money market instruments. The focus of the thematic approach is to select investment based on their ‘green’* credentials such as investments that in turn focus on social and environmental considerations.

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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