Fund Objective
The Fund’s investment objective is to deliver capital growth and income over the medium term, which should be considered as a period of 3 to 5 years, by primarily investing in shares of the 350 largest companies by market capitalisation listed on the London Stock Exchange, and incorporating responsible investment and environmental, social & governance insights into the investment process. The Fund’s performance target is to deliver the performance, after the deduction of charges, of the FTSE 350 Total Return GBP Index (the “Index”) over rolling 3-year periods. The Fund will seek to achieve carbon intensity of at least 10% lower than that of the Index whilst also considering a company’s ability and willingness to transition and contribute to a lower carbon economy.
Cumulative Performance
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Discrete Performance
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Ratio Information
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Fund Managers
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Unit Information
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Fund Information
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Asset Class Breakdown
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Top Holdings
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Contact Details
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Cumulative Performance
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Discrete Performance
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Discrete Calendar Performance
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Ratio Information
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Unit Details
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MIFID - Target Market, Costs & Charges
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Top Holdings
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Asset Class Breakdown
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Region Breakdown
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Sector Breakdown
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Fund Dividends
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Group News
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Relevant Articles
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Literature & Downloads
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