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

206.10p

arrow-down-0.90p (-0.43%)

Fund Code

SUPCI

B5QHLR3

GB00B5QHLR34

Prices updated as at 13 Nov 2024
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Prices in GBX
Investment objective
The investment objective of the Fund is to provide a balance of capital growth and income, net of fees, over the longer term (rolling 5 year periods). The Fund focuses on sustainable investment. 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.

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