Ninety One Funds Series iii - UK Sustainable Equity Fund I GBP Acc

Name
Ninety One Funds Series iii - UK Sustainable Equity Fund I GBP Acc
Manager
Ninety One Fund Managers UK Limited
Type
Open Ended Investment Company
ISIN
GB00BGT37007
Sector
UK All Companies
Launched
14/12/2018
OCF
0.78 %
Yield
1.4 %
Benchmark
FTSE AllSh TR GBP
The Fund aims to provide long-term capital growth and income.The Fund primarily invests in shares issued by UK companies (i.e. companies which are domiciled in the UK, incorporated in the UK or carry out a significant portion of their business in the UK) which are considered by the Investment Manager to be making a positive contribution to society and/or the environment through sustainable and socially responsible practices, products and/or services.
Holding %
Smith & Nephew PLC 4.38 %
London Stock Exchange Group PLC 4.08 %
Unilever PLC 4.08 %
Experian PLC 3.52 %
RELX PLC 3.35 %
GlaxoSmithKline PLC 3.00 %
Countryside Properties PLC 2.73 %
Smart Metering Systems PLC 2.60 %
PureTech Health PLC 2.29 %
Reckitt Benckiser Group PLC 2.22 %
Region %
United Kingdom 92.86 %
United States 6.37 %
Sector %
Industrials 20.65 %
Healthcare 19.62 %
Technology 19.46 %
Financial Services 12.58 %
Communication Services 8.91 %
Consumer Defensive 8.49 %
Consumer Cyclical 6.25 %
Name
Ninety One Fund Managers UK Limited
Address
EC2V 5HA, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Matthew Evans
Joined 12/14/2018

Matt is a portfolio manager at Investec Asset Management, with a focus on UK Smaller Companies within the Quality team. Matt is based in the London office. Before joining the firm, Matt worked for Threadneedle as a portfolio manager in the UK equities team. He was co-manager of the Threadneedle UK Smaller Companies Fund, the Threadneedle UK Mid 250 Fund and a range of small cap institutional portfolios. He was also lead manager of the Threadneedle UK Ethical Equity Fund and was responsible for stock analysis and idea generation for the wider team. Prior to joining Threadneedle, Matthew was a portfolio manager at Legal & General Investment Management specialising in UK Small Caps.

Data provided by Morningstar.

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