Fund Name SRI Style Product Region Asset Type Launch Date
Zurich UK Opportunities pn (Unclassified) Pension UK Equity 01/01/96

Objectives

Fund Size: £9.57m

As at: 29/02/24

ISIN: GB0002965084, GB0002970738

Sustainable, Responsible &/or ESG Overview

Primary fund last amended: 05/03/24 11:05

Information received directly from Fund Manager

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  • Sustainable, Responsible &/or ESG Policy:

    Fund Objective
    The fund seeks to invest in well governed companies with prospects for growth. The fund invests primarily in the UK but there may be some investment in overseas companies.

    (Source: Fund factsheet, February 2024)

  • Process

  • Resources, Affiliations & Corporate Strategies

  • Literature

    Fund Holdings

    Voting Record

Fund Name DS SRI Style Product Region Asset Type Launch Date
Zurich UK Opportunities pn (Unclassified) Pension UK Equity

Fund Size: £9.57

Total screened & themed / SRI assets: £

Total Responsible Ownership assets: £

Total assets under management: £

As at: 29/02/24

Sustainable, Responsible &/or ESG Policy:

Fund Objective
The fund seeks to invest in well governed companies with prospects for growth. The fund invests primarily in the UK but there may be some investment in overseas companies.

(Source: Fund factsheet, February 2024)

Sustainable, Responsible &/or ESG Process:

Resources, Affiliations & Corporate Strategies

Dialshifter

Literature

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