Climate Assets Fund GBP C Acc

Ranked 9 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

William Buckhurst

William Buckhurst has been a partner and fund manager at Cheviot Asset Management since joining the company in 2006. He manages multi-asset funds and institutional mandates. After graduating from Newcastle University with a degree in classical studies he worked at both Laing & Cruickshank Investment Management and UBS Wealth Management as an investment advisor. Buckhurst holds the IMC and MCSI qualifications. In his spare time he enjoys shooting and also soccer.

Claudia Quiroz

Claudia Quiroz is the lead fund manager of Quilter Cheviot's sustainable investment strategy, the Climate Assets Fund. She also manages segregated portfolios on behalf of private clients and charities with a focus on sustainable investment. Claudia holds an MBA from Cass Business School in London and joined Quilter Cheviot from Henderson Global Investors in 2009. She has 15 years’ experience in Sustainable & Responsible Investment and is a member of the Chartered Institute for Securities & Investment. At Quilter Cheviot, she sits on the International Equities Investment and Responsible Business Committees.

Objective

The investment objective of the Fund is to provide a mixture of long term capital growth and income. The Fund will aim to achieve its investment objective by utilising multi-asset allocation and multi-thematic investment on a global basis through a portfolio of transferable securities (including investment trusts), collective investment schemes, deposits, money market instruments and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.4%
2018 -4.2% -5.1% 4.7% 3.1% -6.4%
2017 10.9% 4.5% 1.8% 1.4% 2.9%
2016 20.9% 5.0% 6.0% 7.4% 1.1%
2015 0.7% 6.3% -5.7% -3.5% 4.2%
2014 8.1% 1.0% 0.9% 1.1% 5.0%
2013 18.7% 10.6% -0.8% 4.1% 3.8%
2012 12.7% 8.0% -1.5% 3.4% 2.5%
2011 -7.4% -0.2% 1.0% -12.7% 5.3%
2010 -4.1% 7.8% 9.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/03/2010
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00B5MYZ657

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Annual management0.80%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).