Old Mutual Ethical R Acc GBP

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 107.00 Day Change GBX -0.20 (-0.19%)
Price Date 2 Dec 2016 Crown Rating 2
Shares Class Inc. Yield 0.72 %
Total Expense Ratio 1.46 Fund Size 107,505,418.56
Launch Date 23/09/2005 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 5,000,000.00 Total Expense Ratio (%) 1.46
ISIN GB00B8RZ2W99 Min TopUp (£) 100,000.00

Fund Objective

To achieve long term capital growth and income through investment in a well-diversified portfolio of international securities issued by companies that demonstrate sound ethical practice.

Fund Managers

Claudia Quiroz
Claudia is the Lead Fund Manager of our award winning sustainable investment strategy, the Climate Assets Fund – recently shortlisted for a performance award at the Professional Adviser Awards 2015. Claudia holds an MBA from Cass Business School in London and joined Quilter Cheviot from Henderson Global Investors in 2009. She has 15 years’ experience in Sustainable & Responsible Investment and is a member of the Chartered Institute for Securities & Investment. At Quilter Cheviot, she sits on the International Equities Investment and the Responsible Business Committees.