Ninety One Funds Series iii - UK Sustainable Equity Fund I GBP Acc
Category UK Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
141.90p
-0.51p (-0.36%)
Fund Code
ICUIA
BGT3700
GB00BGT37007
Prices updated as at 07 Nov 2024
Prices in GBX
Investment objective
The Fund aims to provide capital growth and income over at least 5 years. The Fund invests primarily (at least two-thirds) in the shares of UK companies (those incorporated in, domiciled in, or that have significant economic exposure to, the UK). The Fund invests in companies which are considered by the Investment Manager to be making a positive contribution to society and/or the environment through sustainable and socially responsible practices, products and/or services. The Fund is actively managed with a long-term investment horizon and focusses on shares which the Investment Manager believes offer above average opportunities for income and growth.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Ninety One Fund Managers UK Limited
Fund launch date
14 Dec 2018
Domicile
United Kingdom
UCITS
Yes
Fund manager
Matt Evans
Manager start date
14 Dec 2018
Fund manager biography
Matt is a portfolio manager at Ninety One, with a focus on UK Sustainable and UK Smaller Companies within the Quality team. Matt is based in the London office.
Before joining the firm, Matt worked for Threadneedle as a portfolio manager in the UK equities team. He was co-manager of the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Mid 250 Fund and a range of small cap institutional portfolios. He was also lead manager of the Threadneedle UK Ethical Equity Fund and was responsible for stock analysis and idea generation for the wider team. Prior to joining Threadneedle, Matthew was a portfolio manager at Legal & General Investment Management specialising in UK Small Caps.
He graduated from Loughborough University with a degree in Geography and Sports Science. In addition, Matt holds the Investment Management Certificate.
Head office
55 Gresham Street, London EC2V 7EL
London
United Kingdom
EC2V 7EL
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