MMIT Mobius Investment Trust Plc

SRI Style:

Pending

SDR Labelling:

Sustainability Improvers label

Product:

Investment Trust

Fund Region:

Emerging Markets

Fund Asset Type:

Equity

Launch Date:

01/10/2018

Last Amended:

Dialshifter ():

Fund/Portfolio Size:

£m

ISIN:

GB00BFZ7R980

Primary fund last amended:

Information directly from fund manager.

Fund Filters

Labels & Accreditations

SDR Labelled

Find options that have chosen to adopt one of the Financial Conduct Authority (FCA) SDR labels. Please note: there are a range of reasons why potentially relevant options may not use an SDR label eg. adopting a label may be work in progress, the manager may not yet be allowed to do so because of the product type, a manager may feel they are insufficiently aligned to SDR requirements.

Sustainable, Responsible &/or ESG Policy:

The Company is a public limited company whose shares are premium listed on the London Stock Exchange ('LSE') and is registered with HMRC as a closed-ended investment trust.

The Company's investment objective is to achieve long-term capital growth and income returns predominantly through investment in a diversified portfolio of companies exposed directly or indirectly to emerging or frontier markets. The Company does not have a fixed life. The Company has a Redemption Facility through which shareholders may request the redemption of all or part of their shareholding at three-year intervals. The first Redemption Point for the Ordinary Shares was on 30 November 2022.

This product is intended for retail investors. The intended retail investors are those with a long-term (at least five years) investment horizon, the ability to bear capital losses and at least basic market knowledge and experience. The Company may borrow for working capital purposes and also to seek to enhance long-term capital growth and income returns i.e. for investment purposes this could potentially magnify any gains or losses made by the Company. Investors should consider investment in the Company as part of a wider portfolio of investments.

The Company does not track or mirror any index or benchmark and, accordingly, the Company is frequently overweight or underweight in certain investments, or concentrated in a more limited number of sectors, geographical areas or countries, when compared with a particular index or benchmark. The Company focuses on companies that have a resilient business model and sound management; the possibility for operational and environmental, social and governance (“ESG”) improvements; the potential to improve competitive advantages and cash flow generation; and stakeholders that are open to, and have an interest in, positive change.

(Source: KID, as at November 2025)

SDR Labelling:

Sustainability Improvers label

SDR Literature:

Consumer Facing Disclosure
SDR Pre-Contractual Disclosure

Literature

Fund overview & literature (including factsheet)

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Fund Name	SRI Style	SDR Labelling	Product	Region	Asset Type	Launch Date
MMIT Mobius Investment Trust Plc	Pending	Sustainability Improvers label	Investment Trust	Emerging Markets	Equity	01/10/2018
					ISIN: GB00BFZ7R980
Information received directly from Fund Manager
Please select what you would like to read: Fund Filters Labels & Accreditations SDR Labelled Find options that have chosen to adopt one of the Financial Conduct Authority (FCA) SDR labels. Please note: there are a range of reasons why potentially relevant options may not use an SDR label eg. adopting a label may be work in progress, the manager may not yet be allowed to do so because of the product type, a manager may feel they are insufficiently aligned to SDR requirements. Sustainable, Responsible &/or ESG Policy: The Company is a public limited company whose shares are premium listed on the London Stock Exchange ('LSE') and is registered with HMRC as a closed-ended investment trust. The Company's investment objective is to achieve long-term capital growth and income returns predominantly through investment in a diversified portfolio of companies exposed directly or indirectly to emerging or frontier markets. The Company does not have a fixed life. The Company has a Redemption Facility through which shareholders may request the redemption of all or part of their shareholding at three-year intervals. The first Redemption Point for the Ordinary Shares was on 30 November 2022. This product is intended for retail investors. The intended retail investors are those with a long-term (at least five years) investment horizon, the ability to bear capital losses and at least basic market knowledge and experience. The Company may borrow for working capital purposes and also to seek to enhance long-term capital growth and income returns i.e. for investment purposes this could potentially magnify any gains or losses made by the Company. Investors should consider investment in the Company as part of a wider portfolio of investments. The Company does not track or mirror any index or benchmark and, accordingly, the Company is frequently overweight or underweight in certain investments, or concentrated in a more limited number of sectors, geographical areas or countries, when compared with a particular index or benchmark. The Company focuses on companies that have a resilient business model and sound management; the possibility for operational and environmental, social and governance (“ESG”) improvements; the potential to improve competitive advantages and cash flow generation; and stakeholders that are open to, and have an interest in, positive change. (Source: KID, as at November 2025) SDR Labelling: Sustainability Improvers label SDR Literature: Consumer Facing Disclosure SDR Pre-Contractual Disclosure Literature Fund overview & literature (including factsheet)