You have been inactive for 0 mins.
Stay logged in or you will be logged off in 60 seconds.
This fund mainly has exposure to global equities, with some bonds and looks to grow via a sustainability approach that has been employed in a disciplined manner over time. The fund is managed by Mike Fox who looks for companies that deliver a net benefit to society in terms of the products and services they provide or that show leadership in environmental, social, and governance management on the equities side whilst Shalin Shah looks for similar characteristics in bonds. He makes sure secured bonds make up the core of the portfolio and complements them with issuers that are currently out of favour but where he can see clear opportunities for a revaluation. The fund’s socially responsible objectives limit its exposure to certain sectors and companies, meaning that its returns can deviate notably from the market’s and peers at times.
Below is the online factsheet for your selected instrument. You can change time periods in certain areas of the factsheet and generate a version to PDF using the "Print" button.
You can also view an Analyst Report as a PDF using the link below and if you are a registered user a more detailed report is also available.Analyst Report