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Fund Name SRI Style Product Region Asset Type Launch Date
Wesleyan Ethical Shares Ethical Life UK Equity 09/01/12

Objectives

Fund Size: £3.92m

As at: 30/04/23

ISIN: GB00B5T5WW60

Sustainable, Responsible &/or ESG Overview

Primary fund last amended: 01/06/23 06:11

Information received directly from Fund Manager
Please select what you would like to read:

  • Fund Filters

  • Sustainable, Responsible &/or ESG Policy:

    FUND OBJECTIVE

    The Wesleyan Ethical Shares Fund seeks to provide capital growth over the medium to long term by investing predominantly in externally managed funds specialising in ethical investment in shares.The Fund aims to invest in one or more external funds that are most likely to deliver consistent performance over longer periods. The Fund is currently invested in the Liontrust UK Ethical Fund.

    (Source: Wesleyan website, June 2023)

     

    Please see the Liontrust UK Ethical Fund entry for further information

  • Process

  • Resources, Affiliations & Corporate Strategies

  • Literature

    Fund Holdings

    Voting Record
Fund Name DS SRI Style Product Region Asset Type Launch Date
Wesleyan Ethical Shares Ethical Life UK Equity

Fund Size: £3.92

Total screened & themed / SRI assets: £

Total Responsible Ownership assets: £

Total assets under management: £

As at: 30/04/23

Sustainable, Responsible &/or ESG Policy:

FUND OBJECTIVE

The Wesleyan Ethical Shares Fund seeks to provide capital growth over the medium to long term by investing predominantly in externally managed funds specialising in ethical investment in shares.The Fund aims to invest in one or more external funds that are most likely to deliver consistent performance over longer periods. The Fund is currently invested in the Liontrust UK Ethical Fund.

(Source: Wesleyan website, June 2023)

 

Please see the Liontrust UK Ethical Fund entry for further information

Sustainable, Responsible &/or ESG Process:

Resources, Affiliations & Corporate Strategies

Dialshifter

Literature

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