||08/12/18 to 08/12/19
||08/12/19 to 08/12/20
||08/12/20 to 08/12/21
||08/12/21 to 08/12/22
||08/12/22 to 08/12/23
Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.
View fund chart
Our view on this fund
features funds our analysts believe have the potential to outperform their peers over the long term.
If a fund is not on the Shortlist, this is not a recommendation to sell; however, if you are
thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start.
View funds on the Wealth Shortlist »
To generate growth over the long term (5 years or more) by investing in a diversified portfolio of equities (company shares) and corporate bonds (loans to companies) issued by companies whose core business is to offer products and services that enable the transition to a sustainable low carbon economy.
Performance Comparator: For comparison purposes, investors can compare the Fund's long term performance to the IA Mixed Investment 40-85% Shares Sector Average return over a 5 year period. The ACD believes this is an appropriate comparator for the Fund since it reflects the risk and return profile and aligns with the investment policy of the Fund. Due to the Multi-Asset Climate Solutions Investment Approach, the Fund's performance and risk and return profile may deviate significantly from that of the IA Mixed Investment 40-85% Shares Sector, where the sector average comprises many Funds with different investment approaches.