Quilter Investors Ethical Equity Fund A (GBP) Accumulation

Category Global Flex-Cap Equity

Last buy/sell price

£2.326

arrow-up£0.014 (+0.61%)

Fund Code

B0JZPC2

GB00B0JZPC21

Prices updated as at 02 Apr 2026

Prices in GBP

Investment objective

The Fund aims to achieve income and capital growth and to outperform the MSCI World Index, net of charges, over rolling five-year periods. The Fund invests at least 80% of the value of its property in shares of companies located in developed and emerging markets anywhere in the world. Investment may be direct or indirect (e.g. through collective investment schemes or derivatives), however the Manager expects that the Fund will typically hold investments directly.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual performance (%)

Year	This fund	Global Flex-Cap Equity
31 Mar 15 - 31 Mar 16	1.57	-1.60
31 Mar 16 - 31 Mar 17	27.61	28.10
31 Mar 17 - 31 Mar 18	-1.41	2.77
31 Mar 18 - 31 Mar 19	2.14	2.23
31 Mar 19 - 31 Mar 20	-5.94	-13.21
31 Mar 20 - 31 Mar 21	41.88	46.28
31 Mar 21 - 31 Mar 22	13.94	5.34
31 Mar 22 - 31 Mar 23	-0.98	-2.68
31 Mar 23 - 31 Mar 24	21.23	12.22
31 Mar 24 - 31 Mar 25	-1.82	-0.79
31 Mar 25 - 31 Mar 26	10.62	13.63

Trailing returns (%)

Year	This fund	Global Flex-Cap Equity
1 Day	0.61	0.62
1 Month	-4.08	-4.37
3 Months	-2.72	-0.17
6 Months	-1.19	1.35
1 Year	12.48	15.16
3 Years annualised	10.50	8.80
5 Years annualised	8.67	5.55

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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