Verus Responsible Balanced Fund A GBP Acc header image

Verus Responsible Balanced Fund A GBP Acc

Fund

ISIN GB00BCW3L962 / Valor null

NAV (2026-06-30)
GBP 1.51+0.35%

Verus Responsible Balanced Fund A GBP Acc
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The Verus Responsible Balanced Fund aims for capital growth by investing at least 75% of its portfolio in sustainable solutions that address global social and environmental challenges. This portion includes a mix of equity securities and collective investment schemes aligned with the United Nations Sustainable Development Goals, and will also incorporate corporate bonds once the fund reaches around £25 million. Additionally, up to 25% of the portfolio is dedicated to stabilizing assets like government bonds and gold-backed ETFs to enhance diversification and reduce volatility. The fund may also hold cash and similar near-cash instruments to effectively navigate varying market conditions.

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Tags:
sustainable investing un sdgs

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OTHER SHARE CLASSES OF THIS FUND

Verus Responsible Balanced Fund Z GBP Inc
Verus Responsible Balanced Fund Z GBP Inc Verus Responsible Balanced Fund Z GBP Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%GBP 1.10
Verus Responsible Balanced Fund B GBP Acc
Verus Responsible Balanced Fund B GBP Acc Verus Responsible Balanced Fund B GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.35%GBP 1.55
Verus Responsible Balanced Fund B GBP Inc
Verus Responsible Balanced Fund B GBP Inc Verus Responsible Balanced Fund B GBP Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.36%GBP 1.30
Verus Responsible Balanced Fund A GBP Inc
Verus Responsible Balanced Fund A GBP Inc Verus Responsible Balanced Fund A GBP Inc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.35%GBP 1.67
Verus Responsible Balanced Fund Z GBP Acc
Verus Responsible Balanced Fund Z GBP Acc Verus Responsible Balanced Fund Z GBP Acc
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.35%GBP 1.42