Sovereign Ethical

Quick Stats

Bid Price GBX 134.62 Offer Price GBX 134.62
Mid Price - Day Change GBX -0.28 (-0.21%)
Price Date 30 Oct 2015 Crown Rating 2
Shares Class Inc. Yield 1.87 %
Total Expense Ratio 1.85 Fund Size 23,263,382.89
Launch Date 17/04/1989 Standard Initial Charge (%) 3.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 2,000.00 Total Expense Ratio (%) 1.85
ISIN GB0008317611 Min TopUp (£) 500.00

Fund Objective

The objective of the Scheme is to achieve primarily capital growth. Investments are held with the aim of tracking the combined performance of 75% UK FTSE4Good Index and 25% FTSE Environmental Opportunities UK Index.

Fund Managers

Sovereign Unit Trust Managers Ltd