Fact sheet: Kames Gbl Sust Eq

Fund information

Fund name
Kames Global Sustainable Equity B Acc GBP
Fund company manager
Kames Capital plc
Fund type
SIB
Fund manager(s)
Neil Goddin
since 21/04/2016
Craig Bonthron
since 21/04/2016
Fund objective
The investment objective is to maximise total return (income plus capital).
Benchmark
MSCI All Country World Index
Investment style
None
Investment method
Shares

Performance snapshot

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

20.54 %

1 Year rank in sector

10/55

Sector

FO Equity - Ethical

Yield
-
Fund size
-
FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund4.15 %16.9 %20.54 %0 %0 %
Sector2.97 %6.61 %14.35 %34.44 %61.84 %
Rank within sector14 / 611 / 5810 / 55 / /
Quartile th1 st1 st1 st th th

Calendar performance

YTD-20172016201520142013
Fund22.69 %0 %0 %0 %0 %
Sector11.96 %7.95 %3.15 %7.26 %18.43 %
Rank within sector3 / 57 / / / /
Quartile th1 st th th th th

Price movement

52 week high14.5757
52 week low11.1217
Current bid price0
Current offer price0
Current mid price14.3517

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

  • 4.2% KEYENCE CORP
  • 3.71% FIRST REPUBLIC BANK SAN FRANCISCO
  • 3.59% ALPHABET INC
  • 3.49% KION GROUP AG
  • 3.3% AUMANN AG
  • 3.28% FACEBOOK INC
  • 3.11% TETRA TECH INC
  • 3.03% COHERENT INC
  • 2.88% ALBEMARLE CORP
  • 2.83% AON PLC