Quilter Cheviot Sustainable Opportunities Balanced

Select share classes

Sustainable Opportunities Balanced Fund B GBP Income

Category GBP Allocation 60-80% Equity

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.

Company name

Thesis Unit Trust Management Limited

Fund launch date

01 Feb 2010

Domicile

United Kingdom

UCITS

Yes

Fund manager

Claudia Quiroz

Manager start date

01 Feb 2010

Fund manager biography

Claudia has over 20 years of experience in Sustainable,Ethical and Responsible Investment and joined QuilterCheviot in 2009. She is the Lead Fund Manager of ouraward-winning Climate Assets Balanced Fund. Claudia’sportfolio management experience extends to privateclients, pensions, and charities with a focus on sustainableinvestment. She is a voting member of our InternationalEquities Stock Selection Committee, a Chartered Memberof the Chartered Institute for Securities & Investment, andthe winner of the Wealth Manager of the Year at the City ofLondon Wealth Management Awards in 2021.

Fund manager

Caroline Langley

Manager start date

12 Oct 2018

Fund manager biography

Caroline has almost 20 years of investment experience and over 15 of those are with Quilter Cheviot where she has worked since 2006. She first trained as a Chartered Accountant at PricewaterhouseCoopers before spending two years as a consultant in their Sustainable Business Solutions team. Caroline graduated in Human Sciences from Oxford University in 1997 and also holds a Masters degree in Environmental Technology (specialising in Global Environmental Change and Policy) from Imperial College

Head office

Thesis Unit Trust Management Limited

Exchange Building

Chichester

United Kingdom

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