Keystone Positive Change Investment Trust Plc
Last December Baillie Gifford took over an ailing Investment Trust that was run by Invesco and specialised in the unloved 'value' end of the market. Although the Trust was launched many years ago in 1954, it had been struggling over the past five years to make headway.
Product Details at a glance:
The Company’s objective is to generate an attractive investment return for shareholders over the long term – expressed as the NAV total return exceeding that of the MSCI AC World Index in Sterling terms by at least 2% p.a. over rolling five-year periods and contribute towards a more sustainable and inclusive world by investing in the equities of companies whose products or services make a positive social or environmental impact.The Company invests predominantly in shares of companies of any size, in any country and in any sector, whose products or behaviour make a positive impact on society and/or the environment in the investment managers’ opinion. The trust will also be able to use gearing to enhance returns.
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|Fund Name||Keystone Positive Change Investment Trust plc|
|Fund Manager(s)||Kate Fox, Lee Qian|
|Trading starts||19 Sept 1954|
|Product Type||Investment Trust|
|Available as an ISA||Yes|
|Estimated portfolio yield||3.19%|
|Targetting||Suitable for all investors|
|Sponsor & broker|
|Initial charge:||*Please note Investment Trusts have additional charges|
|Fund Manager Annual Management Charge:||0.83%|
|Total Service Fee p.a.||0.43%|
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