At a glance
Helping people and the planet. Our Climate Change fund invests in companies from around the world that are providing solutions for climate change and adopt best environmental practice, aiming for higher returns in the long term.
Download Key Information
Highlights
Exclusions
We won’t invest in companies with material revenues from tobacco, fossil fuels, or controversial weapons.
Aims for higher growth
Higher potential to grow your money in the longer term.
All done for you
Managed for you by our dedicated team of investment experts.
How your money's invested
The fund invests in the shares of companies from around the world which are hand-picked by the Investment Adviser for their return potential and environmental credentials.
Typical mix
- 100% invested in shares of companies from around the world that provide solutions to address climate change or are leading best environmental practice.
Remember, the value of investments can go up and down, so you may get back less money than you put in. Tax depends on your individual circumstances and the regulations may change in the future.
Where your money's invested
Invests in companies from around the world that are providing solutions for climate change and adopt best environmental practice.
Here's the detail at 31 March 2024.
Higher risk
- 0% - Shares (emerging markets)
- 8% - Shares (UK)
- 6% - Real estate investment trusts
- 86% - Shares (overseas developed)
- 0% - Bonds (emerging markets)
- 0% - Bonds (high yield)
Lower risk
- 0% - Cash
- 0% - Short maturity bonds
- 0% - UK Government bonds (Gilts)
- 0% - Global government bonds
- 0% - UK corporate bonds
- 0% - Global corporate bonds
What do these terms mean?
Close ModalBonds: These are like IOUs, used by companies and governments to raise money. The buyer effectively lends money to the seller, in return for interest on their investment over a set amount of time. When that time’s up, the value is paid back.
Gilts: These are just a type of bond. But instead of lending money to a company, it’s lent to the UK Government.
Shares: A share is a tiny bit of a company. Share owners are called shareholders. If a company does well, shareholders are rewarded with a proportion of the profits, paid out as dividends. The value of shares rises and falls according to the company’s performance, and other factors.
Real estate investment trusts (REITs): These are pools of money gathered by a company from investors. They’re used to buy, manage or invest in property and land (real estate) to generate income – a way of investing in commercial property without needing millions.
How the fund invests
Our experts actively manage the fund - hand picking investments for their return potential and environmental considerations.
Top sharesThe following is up-to-date as of 31 March 2024.
| Amount invested | Share |
|---|---|
| 5.3% | Microsoft Corporation |
| 4.5% | Novo Nordisk |
| 4.3% | Tetra Tech |
| 4.1% | Analog Devices |
| 4.1% | Trane Technologies |
| 3.7% | Advanced Drainage Systems |
| 3.6% | Equinix |
| 3.5% | Schneider Electric |
| 3.5% | DSM-Fermenich |
| 3.4% | Graphic Packaging |
Which regions?
| Amount invested | Region |
|---|---|
| 64% | North America |
| 25% | Europe (excluding UK) |
| 8% | UK |
| 3% | Asia Pacific |
What you could've earned already
The graph below gives you an indication of how much you could've earned, after charges, if you had invested £10,000 in this approach five years ago. Remember, past performance isn't a reliable guide to future performance.
The following is up-to-date as of 31 March 2024.
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2019Mar-19: £10,000Mar-19: £10,000
-
Apr-19: £10,331Apr-19: £10,412
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May-19: £9,719May-19: £9,945
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Jun-19: £10,070Jun-19: £10,403
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Jul-19: £10,110Jul-19: £10,472
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Aug-19: £9,862Aug-19: £10,295
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Sep-19: £10,171Sep-19: £10,614
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Oct-19: £10,363Oct-19: £10,661
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Nov-19: £10,781Nov-19: £10,908
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Dec-19: £10,927Dec-19: £11,091
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2020Jan-20: £10,723Jan-20: £10,913
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Feb-20: £9,857Feb-20: £10,037
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Mar-20: £8,732Mar-20: £8,673
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Apr-20: £9,376Apr-20: £9,145
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May-20: £9,955May-20: £9,502
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Jun-20: £10,290Jun-20: £9,809
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Jul-20: £10,391Jul-20: £9,666
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Aug-20: £10,912Aug-20: £9,930
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Sep-20: £10,850Sep-20: £9,837
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Oct-20: £10,266Oct-20: £9,312
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Nov-20: £11,386Nov-20: £10,610
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Dec-20: £11,779Dec-20: £10,846
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2021Jan-21: £11,485Jan-21: £10,737
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Feb-21: £11,608Feb-21: £10,995
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Mar-21: £12,231Mar-21: £11,665
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Apr-21: £12,528Apr-21: £11,944
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May-21: £12,860May-21: £12,222
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Jun-21: £12,994Jun-21: £12,419
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Jul-21: £12,889Jul-21: £12,600
-
Aug-21: £13,192Aug-21: £12,874
-
Sep-21: £12,909Sep-21: £12,486
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Oct-21: £13,421Oct-21: £12,952
-
Nov-21: £12,983Nov-21: £12,647
-
Dec-21: £13,494Dec-21: £13,298
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2022Jan-22: £13,030Jan-22: £12,885
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Feb-22: £12,704Feb-22: £12,484
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Mar-22: £12,933Mar-22: £12,586
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Apr-22: £12,727Apr-22: £12,492
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May-22: £12,613May-22: £12,448
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Jun-22: £11,807Jun-22: £11,493
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Jul-22: £12,417Jul-22: £12,196
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Aug-22: £12,500Aug-22: £12,290
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Sep-22: £11,654Sep-22: £11,590
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Oct-22: £11,876Oct-22: £11,918
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Nov-22: £12,172Nov-22: £12,422
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Dec-22: £11,754Dec-22: £11,819
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2023Jan-23: £12,396Jan-23: £12,378
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Feb-23: £12,140Feb-23: £12,231
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Mar-23: £12,146Mar-23: £12,354
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Apr-23: £11,968Apr-23: £12,333
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May-23: £11,871May-23: £12,382
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Jun-23: £12,193Jun-23: £12,777
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Jul-23: £12,406Jul-23: £13,091
-
Aug-23: £11,902Aug-23: £12,926
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Sep-23: £11,431Sep-23: £12,870
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Oct-23: £10,916Oct-23: £12,559
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Nov-23: £11,521Nov-23: £13,155
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Dec-23: £12,325Dec-23: £13,695
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2024Jan-24: £12,181Jan-24: £13,793
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Feb-24: £12,605Feb-24: £14,487
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Mar-24: £13,085Mar-24: £14,970
| March 2019 to March 2020 | March 2020 to March 2021 | March 2021 to March 2022 | March 2022 to March 2023 | March 2023 to March 2024 | |
|---|---|---|---|---|---|
| This fund | -12.7% | 40.3% | 5.9% | -6.1% | 7.7% |
| Benchmark* | -13.3% | 34.5% | 7.9% | -1.8% | 21.2% |
The ongoing charge changed from 1.00% to 0.70% on 6 January 2024. The performance shown is based on the current annual charge, with adjustments made to prior years to reflect the current charging structure for this fund.
Source Lipper, total return (income reinvested).
Key information
Before investing please make sure you've read the following:
Investment Mix
Close Modal
- Higher potential returns and risk
- Lower potential returns and risk
The Investment Mix shows you how much of your money typically goes into higher risk investments with higher potential returns, and how much goes into lower risk investments with lower potential returns.
For more info, check out our guide.
Investing money and the risks.Want to check out the performance of another fund?
View our funds