||23/07/14 to 23/07/15
||23/07/15 to 23/07/16
||23/07/16 to 23/07/17
||23/07/17 to 23/07/18
||23/07/18 to 23/07/19
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
is the list of what we believe are the best funds in each sector. If a fund is not
within our Wealth 50 this is not necessarily a recommendation to sell.
However, if you are thinking of adding to your investments we believe
Wealth 50 funds are superior alternatives.
View funds on the Wealth 50 »
The aim of the Fund is to provide both income and the potential to grow the amount you invested. The Fund's investments aims to support socially beneficial activities and developments. At least two-thirds of the assets of the Fund will be in bonds that are issued in the UK. The Fund invests in bonds (which are similar to a loan and pay a fixed or variable interest rate) issued by companies, governments, voluntary organisations and/or charities that engage in socially beneficial activities and development. Investments are assessed by the fund manager by reference to a social assessment methodology developed by Big Issue Invest and Threadneedle. This assessment is reviewed at least quarterly by an advisory committee with twothirds of its members being nominated by Big Issue Invest. The Fund makes active investment decisions.