BLENHEIM Ethical Opportunities Fund
SRI Style:
Sustainability Tilt
SDR Labelling:
Unlabelled - promotes sustainable characteristics (has CFD)
Product:
OEIC
Fund Region:
Global
Fund Asset Type:
Multi Asset
Launch Date:
11/01/2021
Last Amended:
Dialshifter (
):
Fund/Portfolio Size:
£78.44m
(as at: 31/08/2025)
ISIN:
GB00BNDQ9G45, GB00BNDQ9H51, GB00BNDQ9J75, GB00BNDQ9K80
Sustainable, Responsible
&/or ESG Overview:
Fund manager happy with infomation displayed (as at September 2025)
Primary fund last amended:
Information directly from fund manager.
Sustainable, Responsible &/or ESG Policy:
Objective
The objective of the fund is to provide capital growth over time through investments considered by the Investment Manager to be ethical investment choices, across multiple asset classes, as defined in the Ethical Investment Policy, which is published on Margetts.com. A minimum of 70% of the portfolio will be invested in collective investment schemes and overall exposure to equities will be a minimum of 20% and a maximum of 60%.
(Source: fund factsheet, as at June 2025)
SDR Labelling:
Unlabelled - promotes sustainable characteristics (has CFD)
- Consumer Facing Disclosure
SDR Literature:
| Fund Name | SRI Style | SDR Labelling | Product | Region | Asset Type | Launch Date | Last Amended |
|
|---|---|---|---|---|---|---|---|---|
BLENHEIM Ethical Opportunities Fund |
Sustainability Tilt | Unlabelled - promotes sustainable characteristics (has CFD) | OEIC | Global | Multi Asset | 11/01/2021 | ||
|
Fund/Portfolio Size: £78.44m (as at: 31/08/2025) ISIN: GB00BNDQ9G45, GB00BNDQ9H51, GB00BNDQ9J75, GB00BNDQ9K80 |
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Sustainable, Responsible &/or ESG OverviewFund manager happy with infomation displayed (as at September 2025) |
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Information received directly from Fund Manager |
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Please select what you would like to read:
Sustainable, Responsible &/or ESG Policy:Objective The objective of the fund is to provide capital growth over time through investments considered by the Investment Manager to be ethical investment choices, across multiple asset classes, as defined in the Ethical Investment Policy, which is published on Margetts.com. A minimum of 70% of the portfolio will be invested in collective investment schemes and overall exposure to equities will be a minimum of 20% and a maximum of 60%. (Source: fund factsheet, as at June 2025) SDR Labelling:Unlabelled - promotes sustainable characteristics (has CFD)
SDR Literature: |
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