This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.6299
£0.006 (+0.88%)
Fund Code
BMSUA
BMW8RH1
GB00BMW8RH17
Prices updated as at 12 Dec 2025
Prices in GBP
Investment objective
The Fund seeks to provide growth, combining capital and income, over the long term (at least 5 years) consistent with an adventurous risk profile over the same time period. The Fund seeks to address the sustainability challenges facing people and the environment by investing in issuers that provide solutions aligned with the Fund’s sustainability themes. The Fund will gain exposure to a range of global asset classes, which may include: collective investment schemes, equities, fixed income securities (government and nongovernment bonds), derivatives, money-market instruments, deposits, cash and near cash, real estate investment trusts and other transferable securities. At least 70% of the Fund’s assets are held to pursue the Sustainability Objective in issuers of shares (companies) or bonds, whose products, services or investments provide solutions to environmental or social challenges in line with the Fund’s sustainability themes.
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
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | |
| 0.64 | |
| 0.52 | |
| Fund comparative index | IA Mixed Invest 40 - 85% Shares |
| Volatility Managed | |
| - | |
| 0.39 | |
| 0.30 | |
| 0.00 | |
| GBP Allocation 80%+ Equity | |
| No | |
| Fund provider | Columbia Threadneedle Fund Management Limited |
| Share class launch date | 16 Mar 2021 |
| £23.52m | |
| - | |
| 1.90 | |
| - | |
| 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.
