Quick Stats

Bid Price - Offer Price -
Mid Price GBX 118.90 Day Change GBX +0.10 (0.08%)
Price Date 20 Oct 2017 Crown Rating 2
Shares Class Inc. Yield 0.07 %
Total Expense Ratio 0.00 Fund Size 127,361,565.55
Launch Date 23/09/2005 Standard Initial Charge (%) 5.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 1,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B0JZPC21 Min TopUp (£) 500.00

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. She also manages the Old Mutual Ethical Fund and segregated portfolios on behalf of private clients, pensions and charities with a focus on sustainable investment. Claudia holds an MBA from Cass Business School in London and joined Quilter Cheviot from Henderson Global Investors in 2009. She has over 15 years’ experience in Sustainable, Ethical & Responsible Investment and is a member of the Chartered Institute for Securities & Investment.