Verus Responsible Balanced Fund B 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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sustainable investingun 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
Annual Return
-50%0%+50%
Risk level
110
0.00%GBP 1.10
Verus Responsible Balanced Fund B GBP Inc
Verus Responsible Balanced Fund B GBP Inc
Verus Responsible Balanced Fund B GBP Inc
Annual Return
-50%0%+50%
Risk level
110
-0.30%GBP 1.30
Verus Responsible Balanced Fund A GBP Acc
Verus Responsible Balanced Fund A GBP Acc
Verus Responsible Balanced Fund A GBP Acc
Annual Return
-50%0%+50%
Risk level
110
-0.30%GBP 1.51
Verus Responsible Balanced Fund A GBP Inc
Verus Responsible Balanced Fund A GBP Inc
Verus Responsible Balanced Fund A GBP Inc
Annual Return
-50%0%+50%
Risk level
110
-0.30%GBP 1.67
Verus Responsible Balanced Fund Z GBP Acc
Verus Responsible Balanced Fund Z GBP Acc
Verus Responsible Balanced Fund Z GBP Acc