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QUILTER INVESTORS ETHICAL EQUITY A

Bestinvest LogoEthical global equity fund with management outsourced to Impax.

PRICE (INC)

-

PRICE (ACC)

183.2p

INITIAL CHARGE

5%

0%

ANNUAL MANAGEMENT CHARGE

0%

ONGOING CHARGE

1.65%

YIELD

0.1%

1 YEAR
6.51%
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Prices as at 29 Nov 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The Fund aims to achieve income and capital growth through investment in companies that demonstrate sound ethical practice and to outperform the MSCI World Index, net of charges, over rolling five-year periods. The Fund invests at least 80% of the value of its property in shares of companies located in developed and emerging markets anywhere in the world. Investment may be direct or indirect (e.g. through collective investment schemes or derivatives), however the Manager expects that the Fund will typically hold investments directly.

Fund summary

SectorGlobal
StructureUNIT TRUST
LaunchedSeptember 2005
Size£135m
Yield0.1%
Dividends paidAccumulation units only

Charges

Standard Initial Charge5%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0%
Ongoing Charges Figure1.65%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning