Verus Sustainable Balanced Fund B GBP Inc

Category GBP Allocation 40-60% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

144.12p

arrow-up0.13p (+0.09%)

Fund Code

VESBI

BCW3LB8

GB00BCW3LB80

Prices updated as at 24 Jan 2025

Prices in GBX

Investment objective

The objective of the Fund is to provide capital growth. The Fund aims to achieve its objective by investing a minimum of 75% of the invested portfolio (excluding cash) in assets that provide sustainable solutions to global social and environmental challenges. This will be made up of a combination of equity securities and collective investment schemes, and once the Fund reaches circa £25M in size, also corporate bond securities. A maximum of 75% of the Fund will be invested in equity assets, either directly or through collective investment schemes.

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.

Company name

WAY Fund Managers Limited

Fund launch date

02 Sep 2013

Domicile

United Kingdom

UCITS

Yes

Lead manager

Phoebe Stone

Lead manager start date

01 Apr 2019

Lead fund manager biography

Phoebe Stone is Head of Sustainable MPS at LGT Vestra. She is responsible for running the LGT Vestra Sustainable Model Portfolio Service (SMPS), the Model Portfolio Service (MPS), the LGT Vestra Multi-Asset fund range and the LG Vestra Sustainable Multi Asset fund. Phoebe has run portfolios at LGT Vestra for the last five years and is passionate about sustainable investing, the opportunity it offers to investors and the overall contribution it makes toward the health and wellbeing of the planet and its people. Previous to her time at LGT Vestra, Phoebe worked at Coutts and Adam & Company in investment management.

Fund manager

Duncan Carmichael-Jack

Manager start date

01 Nov 2017

Fund manager biography

Head office

Cedar House 3 Cedar Office Park

Cobham Road

Wimborne

United Kingdom

BH21 7SB

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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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