Keystone Positive Change Investment Trust Plc (KPC)

Category Global Large-Cap Growth Equity

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

Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.

Sell

250.00p

Buy

253.00p

arrow-down-1.9999p (-0.79%)

Discount/Premium

-5.58%

Estimated NAV

266.893p

Prices updated at 06 Jan 2025, 08:30 GMT

Prices minimum 15 mins delay

Prices in GBX

Investment objective

To generate long term capital growth with the aim of the NAV total return exceeding that of the MSCI AC World Index in sterling terms by at least 2% per annum over rolling five-year periods; and contribute towards a more sustainable and inclusive world by investing in the equities of companies whose products or services make a positive social or environmental impact.

FTSE All-Share

-0.06%

LSE

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.

Director dealings

Date chevron-l-regular chevron-r-regular	Action
13 Feb 2024	D

Director holdings

Name chevron-l-regular chevron-r-regular	Title	Amount (No. of shares)
Mrs. Katrina Harriet Hart	Non-Executive Director, Senior Independent Director	13,821
Mrs. Karen Mary Brade	Non-Executive Director, Chairman	22,070
Mr. William Bruce Kendall	Non-Executive Director	46,500
Mr. Andrew Neil Rithet Fleming	Non-Executive Director	20,000
Mr. Griffiths Ian Ashley Armfield	Non-Executive Director	7,500

Please note that past performance is not a reliable indicator of future returns.

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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