Sustainable Opportunities Balanced Fund B GBP Accumulation

Category GBP Allocation 60-80% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

268.50p

arrow-up1.70p (+0.64%)

Fund Code

SUPCA

B3K3HX1

GB00B3K3HX15

Prices updated as at 12 Dec 2025

Prices in GBX

Investment objective

The aim of the Fund is to provide capital growth and income, net of fees, over the longer term (rolling 5 year periods) and to support the development of sustainable societies by pursuing five environmental and social themes across the areas of: Clean energy, Food, Health & well-being, Resource efficiency, Water. The Fund aims to ensure that at least 70% of the Scheme Property is invested in Sustainable Assets.

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.

Fund status	Open
Fund type	Open Ended Investment Company
Fund manager	Claudia Quiroz, Caroline Langley
	271.6
	225.2
Fund comparative index	IA Mixed Investment 40-85% Shares
	Mixed Investment 40-85% Shares
	-
	1.09
	0.08
	0.00
	GBP Allocation 60-80% Equity
	No
Fund provider	Thesis Unit Trust Management Limited
Share class launch date	25 Jun 2012
	£283.99m
	-
	2.48
	-
	Semi-Annually

Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.

Quilter Cheviot Sustainable Opportunities Balanced