Threadneedle Ethical UK Equity Z Ac

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 123.92 Day Change GBX +0.01 (0.01%)
Price Date 25 May 2017 Crown Rating
Shares Class Inc. Yield 1.60 %
Total Expense Ratio 0.00 Fund Size 25,063,129.48
Launch Date 30/10/2015 Standard Initial Charge (%) 3.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.75 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BZ21SS97 Min TopUp (£) 50,000.00

Fund Objective

The aim of the Fund is to provide both income and the potential to grow the amount you invested. The Fund aims to do this by investing in shares of companies that meet the Management Company’s criteria for responsible and ethical practices. The Fund invests at least three-quarters of its assets in shares of companies in the United Kingdom or companies that have significant operations there that meet its ethical investment criteria. Investments are assessed by the fund manager by reference to ethical investment guidelines additional to those usually considered by the fund manager when making investment decisions. The Fund’s investment approach means it may hold a small number of investments compared with other funds.

Fund Managers

Matthew Evans
Matt Evans joined Threadneedle Investments, in October 2013, as a portfolio manager. He is co-manager of the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Mid 250 Fund and a range of small cap institutional portfolios. He is also lead manager of the UK Ethical Equity Fund and responsible for stock analysis and idea generation for the wider team with research responsibility for construction and house builders.Before joining Threadneedle Matt was a Fund Manager at Legal & General Investment Management specialising in UK Small Caps. He gained a degree in Geography and Sports Science from Loughborough University.