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The SRI Fund For Charities GBP Acc

Ranked 16 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Bhavin Shah


The objective of the Trust is to optimise the total return for charity investors, through a global and balanced portfolio, screened against both negative and positive socially responsible investment criteria. The Trust is actively managed, investing in equities and fixed interest securities on a global basis with the aim of providing a balance between capital growth and income. Whilst there is no specific income target, the Investment Adviser aims to produce a growing level of income.

Showing fund performance in United Kingdom View performance globally


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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.8%
2018 -3.5% -4.3% 7.8% 2.8% -9.0%
2017 10.6% 3.8% 2.2% 1.3% 2.9%
2016 17.0% 1.4% 4.5% 8.3% 2.0%
2015 -0.1% 4.4% -3.7% -5.2% 4.8%
2014 1.5% 3.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/04/2014
  • Base currencyGBP

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0


  • Annual management0.65%
  • Initial investment1.00%

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