Quilter Investors Ethical Equity Fund U2 (GBP) Accumulation header image

Quilter Investors Ethical Equity Fund U2 (GBP) Accumulation

Fund

ISIN GB00BJ4GCQ61 / Valor null

NAV (2025-02-07)
GBP 1.09-0.18%

Quilter Investors Ethical Equity Fund U2 (GBP) Accumulation
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General Objective

The fund aims to achieve a total return comprised of income and capital growth by investing in shares and similar investments of companies that demonstrate sound ethical practice.

Fund Exposure

The fund invests in company shares and similar investments anywhere in the world, seeking to exclude companies which fail to meet the prescribed ethical standards. It is managed having regard to the FTSE World Index, although it does not track the index.

Risks

Investors should be aware that the fund may not be appropriate for those planning to withdraw their money within 5 years. Additionally, the fund may use derivatives with the aim of reducing overall costs and/or risks, which could introduce additional complexities and potential risks to the investment.

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Source

https://www.quilter.com/siteassets/documents/quilter-investors/factsheets/MM00288GB00B8RZ2W99ETH_QuilterInvestorsEthicalEquityFundRGBPAcc.pdf

Tags:
global equities ethical investing ftse world index

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OTHER SHARE CLASSES OF THIS FUND

Quilter Investors Ethical Equity Fund A (GBP) Accumulation
Quilter Investors Ethical Equity Fund A (GBP) Accumulation Quilter Investors Ethical Equity Fund A (GBP) Accumulation Valor: 2420986
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.18%GBP 2.23
Quilter Investors Ethical Equity Fund R (GBP) Accumulation
Quilter Investors Ethical Equity Fund R (GBP) Accumulation Quilter Investors Ethical Equity Fund R (GBP) Accumulation Valor: 20778100
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.16%GBP 2.42