Verus Responsible Balanced Fund

Select share classes
There is only one type of share class for this fund.

Verus Sustainable Balanced Fund B GBP Acc

Category GBP Allocation 40-60% Equity
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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

114.70p

arrow-up0.68p (+0.60%)

Fund Code

WABBA

BCZYGC4

GB00BCZYGC41

Prices updated as at 24 Dec 2024
|
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.

Annual charges

Product charges
1.10
0.00
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 19 Dec 2024pdf
Annual Reports 30 Apr 2024pdf
Interim Short Report 30 Apr 2024pdf
Annual Short Report 31 Jul 2023pdf
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