Quilter Investors Ethical Equity Fund R (GBP) Accumulation
Category Global Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.349
£0.015 (+0.64%)
Fund Code
SKERA
B8RZ2W9
GB00B8RZ2W99
Prices updated as at 16 May 2025
|
Prices in GBP
Investment objective
The Fund aims to achieve income and capital growth through investment in companies that demonstrate sound ethical practice and to outperform the MSCI World Index, net of charges, over rolling five-year periods. The Fund invests at least 80% of the value of its property in shares of companies located in developed and emerging markets anywhere in the world. Investment may be direct or indirect (e.g. through collective investment schemes or derivatives), however the Manager expects that the Fund will typically hold investments directly.
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
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | Not Disclosed |
| 2.46 | |
| 2.01 | |
| Fund comparative index | MSCI World NR GBP |
| Global | |
| - | |
| 0.91 | |
| 0.13 | |
| 0.00 | |
| Global Flex-Cap Equity | |
| No | |
| Fund provider | Quilter Investors Limited |
| Share class launch date | 18 Feb 2013 |
| £165.53m | |
| - | |
| 0.62 | |
| - | |
| Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
