This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
265.83p
6.79p (+2.62%)
Fund Code
WHSCA
B8HPRW4
GB00B8HPRW47
Prices updated as at 01 Apr 2026
Prices in GBX
Investment objective
The aim of the Fund is to achieve capital growth over 5 years and contribute to positive sustainability impact over this period. The Fund will both invest and support through the Investment Manager’s investment activities at least 80% of its assets in shares of companies anywhere in the world in sectors identified as providing solutions to sustainability challenges that align with the positive sustainability impact set out in the Fund’s objective.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Annual performance (%)
| Year | This fund | Sector Equity Ecology |
|---|---|---|
| 31 Dec 15 - 31 Dec 16 | 19.43 | 21.62 |
| 31 Dec 16 - 31 Dec 17 | 16.07 | 15.69 |
| 31 Dec 17 - 31 Dec 18 | -6.00 | -10.73 |
| 31 Dec 18 - 31 Dec 19 | 21.03 | 23.54 |
| 31 Dec 19 - 31 Dec 20 | 20.01 | 28.87 |
| 31 Dec 20 - 31 Dec 21 | 15.49 | 15.03 |
| 31 Dec 21 - 31 Dec 22 | -17.32 | -12.92 |
| 31 Dec 22 - 31 Dec 23 | 3.99 | 4.86 |
| 31 Dec 23 - 31 Dec 24 | -2.61 | 2.82 |
| 31 Dec 24 - 31 Dec 25 | 2.92 | 11.75 |
Trailing returns (%)
| Year | This fund | Sector Equity Ecology |
|---|---|---|
| 1 Day | -0.05 | 0.99 |
| 1 Month | -9.78 | -6.78 |
| 3 Months | -7.05 | 1.30 |
| 6 Months | -2.89 | 3.86 |
| 1 Year | 3.10 | 21.17 |
| 3 Years annualised | -2.28 | 4.20 |
| 5 Years annualised | -1.65 | 1.89 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
