Courtiers Ethical Value Equity R GBP Acc
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General Objective
The Fund aims to achieve Capital Growth and Income from a portfolio of global company shares over a period of between 5 and 10 years. Only shares aligning with the negative screen applied by Courtiers Ethical Screening Criteria will be considered permissible investments for the fund.
Fund Exposure
The Fund will invest at least 90% of its assets in global shares and is expected to have between 30 and 50 individual company shares. It will gain exposure to a broad range of sectors in different geographic areas, providing an opportunity for those who wish to invest in alignment with Courtiers Value Investing ethos but who prefer a restricted universe of permissible investments.
Risks
The Fund is actively managed and not constrained by a benchmark, which may lead to higher volatility compared to passively managed funds. Additionally, the use of derivatives in limited circumstances to reduce risk or cost may introduce additional complexity and potential risks to the fund. Investors should carefully consider whether the Courtiers Ethical Screening Criteria align with their own investment and ethical principles before investing.