Verus Sustainable Balanced Fund Z GBP IncRegister to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | 6.8 | 9.7 | -14.7 | 8.5 | 0.0 | |
+/-Cat | 2.7 | 1.7 | -4.3 | 0.9 | -1.9 | |
+/-B’mrk | 1.5 | 1.7 | -5.5 | -0.8 | -2.2 | |
Category: GBP Allocation 40-60% Equity | ||||||
Category Benchmark: Morningstar UK Mod Tgt Allo... |
Key Stats | ||
NAV 03/05/2024 | GBX 110.08 | |
Day Change | 0.00% | |
Morningstar Category™ | GBP Allocation 40-60% Equity | |
IA (formerly IMA) Sector | Mixed Investment 40-85% Shares | |
ISIN | GB00BFZ5R471 | |
Fund Size (Mil) 28/03/2024 | GBP 16.90 | |
Share Class Size (Mil) - | - | |
Max Initial Charge | - | |
Ongoing Charge 13/02/2024 | 0.88% |
Investment Objective: Verus Sustainable Balanced Fund Z GBP Inc |
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. |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Phoebe Stone 01/04/2019 | ||
Duncan Carmichael-Jack 01/11/2017 | ||
Click here to see others | ||
Inception Date 10/07/2018 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
IA Mixed Investment 40-85% Shares | Morningstar UK Mod Tgt Alloc NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for Verus Sustainable Balanced Fund Z GBP Inc | 31/03/2024 |
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