Scottish Widows Environmental Investor Fund A Acc
Category Sector Equity Ecology
Last buy/sell price
387.40p
-4.70p (-1.20%)
Fund Code
3163201
GB0031632010
Prices updated as at 04 Oct 2024
Prices in GBX
Investment objective
The fund seeks to provide capital growth through investment in shares of UK companies that demonstrate a commitment to the protection and preservation of the natural environment. At least 80% of the Fund will invest in shares of UK companies, with up to 20% in international companies.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 06 Oct 2024, 22:10
Trailing returns (%) as of 06 Oct 2024, 22:10
Annual performance (%)
| Year | This fund | Sector Equity Ecology |
|---|---|---|
| 30 Sep 13 - 30 Sep 14 | 2.31 | 5.58 |
| 30 Sep 14 - 30 Sep 15 | -1.81 | -2.84 |
| 30 Sep 15 - 30 Sep 16 | 16.79 | 30.44 |
| 30 Sep 16 - 30 Sep 17 | 9.06 | 14.03 |
| 30 Sep 17 - 30 Sep 18 | 9.54 | 5.35 |
| 30 Sep 18 - 30 Sep 19 | 8.33 | 5.89 |
| 30 Sep 19 - 30 Sep 20 | 2.89 | 15.06 |
| 30 Sep 20 - 30 Sep 21 | 12.68 | 22.65 |
| 30 Sep 21 - 30 Sep 22 | -12.28 | -11.21 |
| 30 Sep 22 - 30 Sep 23 | 5.77 | 1.38 |
| 30 Sep 23 - 30 Sep 24 | 9.30 | 11.50 |
Trailing returns (%)
| Year | This fund | Sector Equity Ecology |
|---|---|---|
| 1 Day | -1.20 | -0.31 |
| 1 Month | -1.20 | 3.22 |
| 3 Months | 2.76 | 1.77 |
| 6 Months | 5.59 | 1.56 |
| 1 Year | 9.22 | 15.53 |
| 3 Years annualised | -0.07 | 1.23 |
| 5 Years annualised | 3.77 | 7.49 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
