Thesis Climate Assets Balanced

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Climate Assets Balanced Fund B GBP Income

Category GBP Allocation 60-80% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

203.60p

arrow-up0.00p (+0.00%)

Fund Code

SUPCI

B5QHLR3

GB00B5QHLR34

Prices updated as at 06 Jan 2025
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Prices in GBX
Investment objective
The investment objective of the Fund is to provide capital growth and income, net of fees, over the longer term (rolling 5 year periods). The Fund will aim to achieve the investment objective by investing in a global portfolio which is comprised of: Equity securities (60% to 75%), Corporate bonds and government bonds (5% to 25%), Alternatives (up to 25%) – alternatives would be defined as assets that have historically (over 5 years or more) had a low correlation to equity markets, such as investment trusts focusing on social or green infrastructure, Permitted closed-ended funds, including investment trusts and real estate investment trusts (up to 20%), Warrants (up to 5%), Cash (up to 10%).
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.

Growth chart of 1,000

Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.


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