Sustainable Diversified Trust
Actively managed, to balance growth and risk this award-winning fund looks to grow the value of your money over the medium to long term. It invests in shares in high quality companies such as Vodafone Group and Compass Group, along with corporate bonds, property and cash. Your money will benefit from our unique sustainable approach to investing, which focuses on key themes such as Emerging Markets and Global Power Shortage. Find out more about our sustainable investment approach here.
You can receive an income from this investment on a quarterly basis and this can be transferred directly into your bank or building society account. You can of course choose to add this income back into the fund for an opportunity of greater capital growth.
Investors looking for the best opportunities from a range of investment types whilst minimising risk.
*Initial charge - a charge that is paid to the fund manager when the investor is made to cover the cost of setting up the investment. The initial charge is 5%, however there is currently a 3.5% discount applied so an initial charge of 1.5% will apply to all investments. (The initial charge is referred to as the entry charge in the KIID.)
#Ongoing charges - this figure includes the Annual Management Charge and the additional costs of managing the Trust, such as the Trustee's fees and expenses and audit fees but excludes portfolio transaction costs. The ongoing charge is updated monthly and may vary from the figure quoted in the Key Investor Information Document (KIID), which is calculated at the end of the previous calendar year.
Costs incurred by us when buying and selling underlying investments.
Costs & Charges Disclosure Document:
An illustration of the effect of the charges on the funds can be found in the Costs & Charges Disclosure Document. A copy of this can be found here.
Please remember that past performance is not a reliable indicator of future results.