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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 FACTS
Fund Name Keystone Positive Change Investment Trust plc
Fund Manager(s) Kate Fox, Lee Qian
Trading starts 19 Sept 1954
Issue Price
Product Type Investment Trust
Available as an ISA Yes
Estimated portfolio yield 3.19%
Targetting Suitable for all investors
Performance Fees None
Target size £227.03m
Sponsor & broker
Legal Adviser
Fund Charges
Initial charge: *Please note Investment Trusts have additional charges
Fund Manager Annual Management Charge: 0.83%
Total Service Fee p.a. 0.43%

Documents:

Keystone Positive Change - Fact Sheet

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Keystone Positive Change - Key Features

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Platform Business ISA & Non-ISA Application Form

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Seymour Sinclair Investments Limited is authorised and regulated by the Financial Conduct Authority and offers an execution-only service. Past performance is not a reliable guide to future returns. Market and exchange-rate movements may cause the value of investments to go down as well as up. Yields will fluctuate and so income from investments is variable and not guaranteed. You may not get back the amount originally invested. Tax treatment depends of your individual circumstances and may be subject to change in the future. If you are unsure about the suitability of any investment you should seek professional advice. Whilst Seymour Sinclair provide product information, guidance and fund research we cannot recommend which of these products or funds, if any, are suitable for your particular circumstances and must leave that judgement to you. Before investing you must read the Seymour Sinclair and Platforms Terms and Conditions and it is important that you read the specific risk factors on the Key Investor Information Documents for the funds which you are considering investing in.

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