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Significant Fund Changes: Ethical UK Equity Fund

From the 1 July 2019, we are making changes to the Ethical UK Equity Fund. The changes are:

  • An amendment to the investment objective and policy to reflect the Fund’s positive focus on sustainability and to clarify how the Fund is managed;
  • Change of Fund name to “UK Sustainable Equity Fund” to reflect the changes to the objective and policy;
  • Change of benchmark to the FTSE All Share index.

Corporate letter

Brochure

Sustainable Investment Guidelines

Q&A

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