Quilter Cheviot Sustainable Opportunities Balanced

Select share classes

Sustainable Opportunities Balanced Fund B GBP Income

Category GBP Allocation 60-80% Equity
Sustainability Focus
star-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

217.20p

arrow-up1.40p (+0.65%)

Fund Code

SUPCI

B5QHLR3

GB00B5QHLR34

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.

Annual charges

Product charges
1.09
0.11
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 30 Nov 2025pdf
Annual Report 30 Sep 2025pdf
Interim Report 30 Sep 2025pdf
SDR Consumer facing disclosure08 Sep 2025pdf
Key Information Document / Technical Guide 08 Sep 2025pdf
Please note that service charges will also apply. Read more about our fees.


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.
© Copyright 2025 Morningstar. All rights reserved.