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SLI UK Equity Impact Employment Opp Retail Acc

Ranked 38 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Lesley Duncan

Lesley Duncan was born in 1968 and gained a BA (Hons) in Business Economics (Finance) and an MPhil in International Finance. She has eight years of experience as a fund manager. Lesley started her career in 1993 at Botwell Asset Management, working as a Trainee Analyst responsible for the fundamental research of several UK sectors. In 1995, she joined Standard Life Investments as a Trainee Investment Analyst on the UK desk. From 1999-2001, Lesley became investment manager with responsibility for a UK segregated pension fund. She was appointed manager of the Standard Life Investments UK Ethical Fund in 2004.

Objective

The objective of the Fund is to generate a return over the long term by investing primarily in equities and equity-related investments of companies which promote and implement good employment opportunities and practices. It will invest in a concentrated portfolio of companies incorporated or domiciled in the UK, or have significant assets or derive significant revenues or profits from UK operations, which have the potential to generate a return over the long term and create a positive measurable impact by the promotion or implementation of good employment opportunities and practices.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 17.3%
2018 7.5% 1.0% -16.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/02/2018
  • Share Class size06Mn
  • Base currencyGBP
  • ISIN GB00BZC0J381

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment500

Charges

  • Annual management1.30%
  • Initial investment1.30%

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