“The next thing that drew my attention was the benchmark selected, the FTSE All World.
“This is a commendable approach as other comparable funds use MSCI All World variations – benchmarking the sustainability fund against a conventional benchmark.”
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Charges
0.90 per cent ongoing charge figure (OCF) for I-Class and 0.65 per cent OCF for S-Class.
Verdict
For advisers it can often be difficult to discuss a new offering without being able to see its construct and the companies that form the strategy, or whether the underlying holdings seem at odds with their overall strategy. Saying that, although the signs might look promising, advisers will be looking out to see what happens with the fund in the future.
ima.jacksonobot@ft.com
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