SUTL Cazenove Sustainable Balanced S Income GBP header image

SUTL Cazenove Sustainable Balanced S Income GBP

Fund

ISIN GB00BJRSV280 / Valor null

NAV (2026-07-17)
GBP 0.60-0.53%

SUTL Cazenove Sustainable Balanced S Income GBP
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The SUTL Cazenove Sustainable Balanced Fund invests in a diverse mix of global assets, including equities, fixed and floating rate securities, and alternative investments like real estate and commodities. The fund focuses on companies with strong governance and meets specific sustainability criteria set by the investment manager. Actively managed, it adjusts its holdings based on market conditions to aim for capital growth and income that outpaces inflation over a five to seven year period. By balancing investments across different asset classes worldwide, the fund seeks to enhance returns while managing risks effectively.

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Tags:
sustainability multi asset uk consumer price index

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OTHER SHARE CLASSES OF THIS FUND

SUTL Cazenove Sustainable Balanced Z Accumulation GBP
SUTL Cazenove Sustainable Balanced Z Accumulation GBP SUTL Cazenove Sustainable Balanced Z Accumulation GBP
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Annual Return

-50%0%+50%

Risk level

110
-0.52%GBP 0.64
SUTL Cazenove Sustainable Balanced S Accumulation GBP
SUTL Cazenove Sustainable Balanced S Accumulation GBP SUTL Cazenove Sustainable Balanced S Accumulation GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.52%GBP 0.64
SUTL Cazenove Sustainable Balanced Z Income GBP
SUTL Cazenove Sustainable Balanced Z Income GBP SUTL Cazenove Sustainable Balanced Z Income GBP
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.53%GBP 0.61