Quilter Investors Ethical Equity Fund

Select share classes
There is only one type of share class for this fund.

Quilter Investors Ethical Equity Fund R (GBP) Accumulation

Category Global Flex-Cap Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£2.18

arrow-up£0.007 (+0.32%)

Fund Code

SKERA

B8RZ2W9

GB00B8RZ2W99

Prices updated as at 26 Apr 2024
|
Prices in GBP
Investment objective
The Fund aims to achieve income and capital growth through investment in companies that demonstrate sound ethical practice 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
, 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
0.92
0.25
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 16 Feb 2024pdf
Fund Provider FactSheet 20 Jan 2024pdf
Annual Reports 30 Sep 2023pdf
Annual Short Report 30 Sep 2023pdf
Interim Short Report 31 Mar 2023pdf
Interim Reports 30 Apr 2012pdf
Please note that service charges will also apply. Read more about our fees.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.