Quilter Investors Ethical Equity Fund

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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

£2.255

arrow-up£0.01 (+0.45%)

Fund Code

SKERA

B8RZ2W9

GB00B8RZ2W99

Prices updated as at 28 Mar 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.

Fund statusOpen
Fund typeUnit Trust
Fund managerNot Disclosed
2.26
1.8
Fund comparative indexMSCI World NR GBP
Global
-
0.92
0.25
0.00
Global Flex-Cap Equity
No
Fund providerQuilter Investors Limited
Share class launch date18 Feb 2013
£170.59m
-
0.54
-
Semi-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.

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.