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Quilter Cheviot Climate Assets Growth Class B - Income (GBP)

Sell:230.90p Buy:230.90p Change: 0.50p (0.22%)
Prices as at 13 May 2024
Sell:230.90p
Buy:230.90p
Change: 0.50p (0.22%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 13 May 2024
Sell:230.90p
Buy:230.90p
Change: 0.50p (0.22%)
Prices as at 13 May 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. 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 »

Our view on the sector

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

13/05/19 to 13/05/20 13/05/20 to 13/05/21 13/05/21 to 13/05/22 13/05/22 to 13/05/23 13/05/23 to 13/05/24
Annual return n/a n/a n/a n/a 15.16%

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.

Information about the fund

Fund manager biography

manager photo
Manager Name: Caroline Langley
Manager start date: 12 October 2018
Manager located in: London

Caroline has over 18 years of experience in the private client industry and 16 of those are with Quilter Cheviot where she has worked since 2006. She is the Deputy Fund Manager for the award-winning Climate Assets Funds. She also manages private client portfolios, working with clients directly or alongside advisers. Her investment qualifications and experience have led her to be a Fellow of the Chartered Institute for Securities & Investment (CISI). As a Chartered Accountant (FCA) Caroline is also a Fellow of the ICAEW. She read Human Sciences at St. Hilda's College, Oxford University graduating with a 2.1 in 1997 before starting her accountancy training at PricewaterhouseCoopers. In 2002 she also gained a Master's degree (distinction) in Environmental Technology from Imperial College specialising in Global Environmental Change and Policy.

manager photo
Manager Name: Claudia Quiroz
Manager start date: 1 March 2010
Manager located in: London

Claudia has over 20 years of experience in Sustainable, Ethical and Responsible Investment and 13 of those are with Quilter Cheviot where she has worked since 2009. She is the Lead Fund Manager of our award-winning sustainable investment strategy, the Climate Assets Funds. She also manages investment portfolios on behalf of private clients, pensions, trusts, offshore bonds and charities with a focus on sustainable investment. Her investment experience and qualifications have led her to be a Chartered member of the Chartered Institute for Securities & Investment. Claudia holds an MBA from Cass Business School in London and a Chemical Engineering degree from the University of La Plata in Argentina. She currently sits on the International Equities Stock Selection Committee at Quilter Cheviot and she won Wealth Manager of the Year at the City of London Wealth Management Awards 2021.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account