iShares Environment & Low Carbon Tilt Real Estate Index Fund (UK) H Acc

A Select 50 Fund - Fidelity insight
Category Property - Indirect Global
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

153.826p

arrow-up0.65p (+0.42%)

Fund Code

MCGHA

BPFJCF5

GB00BPFJCF57

Prices updated as at 19 Apr 2024
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Prices in GBX
Investment objective
The aim of the Fund is to provide a return on investor's investment (generated through an increase in the value of the assets held by the Fund) by tracking closely the performance of the FTSE EPRA NAREIT Developed Green Low Carbon Target Index (the “Benchmark Index”). In seeking to achieve its investment objective, the Fund will invest directly into the equities (i.e. shares) of companies in the Benchmark Index and at times invest indirectly via other equity-related investments (i.e. other investments whose value is related to equities) giving exposure to such companies, or in other equities not in the Index.
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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskAverage
Morningstar rating
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5 - year
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Mar 2024

Ratios
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1 year3 years
1.10-0.19
1.081.04
0.30-0.08
95.2892.14
0.140.00
15.4415.48
3.544.39

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.