Quilter Cheviot Global Income and Growth Fund for Charities (GBP) Income
Fund
ISIN GB00BGKG3L10 / Valor 44313117
NAV (2025-11-20)
GBP 1.22+0.08%
Quilter Cheviot Global Income and Growth Fund for Charities (GBP) Income
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Quilter Cheviot Glb Inc & Gr Fd fr Chrts aims to achieve both income and growth by investing at least half of its assets in a diverse range of global stocks from developed and emerging markets, including companies of all sizes and industries. Beyond equities, the fund also includes government and corporate bonds, cash, and a variety of alternative investments like commercial property, commodities, infrastructure, renewable energy, and private equity, primarily through indirect investments. It specifically excludes direct investments in companies involved in tobacco production or controversial weapons, striving to provide regular income while seeking to outperform the UK Consumer Price Index by 3.5% annually over five-year periods.