SVS AllianceBernstein Sustainable US Equity Fund Class I GBP Accumulation

Category US Large-Cap Growth Equity

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

Last buy/sell price

£2.15

arrow-down£-0.003 (-0.14%)

Fund Code

ESEIA

BL4SFB2

GB00BL4SFB26

Prices updated as at 07 Jan 2025

Prices in GBP

Investment objective

The Fund aims to achieve an increase in the value of its investment over a rolling 5 year period after the deduction of all fees, through an actively managed, diversified portfolio of shares in US companies that the Investment Manager has identified as positively contributing to sustainable investment themes derived from the UN Sustainable Development Goals. The sub-Fund seeks to achieve its investment objective by investing at least 80% of the sub-Fund's total value in shares of US companies that the Investment Manager has identified as positively contributing to environmentally or socially orientated investment themes (the ‘sustainable investment themes’) derived from the UN Sustainable Development Goals ("SDGs").

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
	0.80
	0.01
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Fund Provider FactSheet	14 Aug 2024	pdf
Key Information Document / Technical Guide	31 Jan 2024	pdf
Annual Reports	31 Dec 2023	pdf
Annual Short Report	31 Dec 2023	pdf
Interim Short Report	30 Jun 2023	pdf

Please note that service charges will also apply. Read more about our fees.

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.