Virgin Money Climate Change Fund
Category Sector Equity Ecology
Last buy/sell price
156.67p
-0.43p (-0.27%)
Fund Code
B29KGH3
GB00B29KGH36
Prices updated as at 29 May 2025
Prices in GBX
Investment objective
The Fund aims to grow investor's money over the longer term (5 years or more) by investing in the listed shares of companies from around the world that develop or use products and services designed to maximise resource efficiency, support the transition to a low carbon economy and address wider environmental challenges. The Fund aims to provide a total return (income and capital growth) which is benchmarked against the MSCI All Countries World Index GBP. This index represents the performance of hundreds of shares from around the world. By actively selecting which shares to invest in, the Fund aims to beat the returns of this index, after charges, measured over periods of three years or more.
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
Annual performance (%)
| Year | This fund | Sector Equity Ecology |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 9.48 | 7.87 |
| 31 Mar 15 - 31 Mar 16 | -10.49 | -2.05 |
| 31 Mar 16 - 31 Mar 17 | 11.64 | 26.41 |
| 31 Mar 17 - 31 Mar 18 | 9.85 | 3.56 |
| 31 Mar 18 - 31 Mar 19 | 2.38 | 4.26 |
| 31 Mar 19 - 31 Mar 20 | -13.28 | -5.51 |
| 31 Mar 20 - 31 Mar 21 | 39.65 | 51.81 |
| 31 Mar 21 - 31 Mar 22 | 5.29 | 4.50 |
| 31 Mar 22 - 31 Mar 23 | -6.49 | -1.80 |
| 31 Mar 23 - 31 Mar 24 | 7.36 | 4.45 |
| 31 Mar 24 - 31 Mar 25 | -7.84 | -6.04 |
Trailing returns (%)
| Year | This fund | Sector Equity Ecology |
|---|---|---|
| 1 Day | -0.27 | -0.10 |
| 1 Month | 7.19 | 5.94 |
| 3 Months | -1.65 | -1.52 |
| 6 Months | -5.08 | -5.68 |
| 1 Year | -3.17 | -5.06 |
| 3 Years annualised | -0.19 | -0.01 |
| 5 Years annualised | 4.65 | 6.27 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
