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Climate Assets Balanced Fund C Gbp Income (0P0000O8JU)

London

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2.06 +0.03 +1.28%

06/02 - Delayed Data. Currency in GBP

Morningstar Rating:
Total Assets: 370.23M

Type: Fund

Market: United Kingdom

Issuer: Thesis Unit Trust Management Limited

ISIN: GB00B5MNGL41

Asset Class: Other

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0P0000O8JU Overview

Find basic information about the Climate Assets Balanced Fund C Gbp Income mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000O8JU MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change3.1%

Prev. Close2.03

Risk Rating

TTM Yield2.69%

ROE21.42%

IssuerThesis Unit Trust Management Limited

TurnoverN/A

ROA8.12%

Inception DateFeb 01, 2010

Total Assets370.23M

ExpensesN/A

Min. Investment50,000

Market Cap40.97B

CategoryGBP Moderately Adventurous Allocation

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	997	964	997	955	1169	1836
Fund Return	-0.31%	-3.62%	-0.31%	-1.51%	3.18%	6.26%
Place in category	1227	1269	1227	1059	743	152
% in Category	100	98	100	96	80	29

Top Other Funds by Thesis Unit Trust Management Limited

Name	Total Assets	YTD%	3Y%	10Y%
Thesis Juniper Acc	351.58M	13.95	5.01	8.52
Thesis Juniper Inc	697.88M	13.95	5.00	8.51
Climate Assets B GBP Accumulation	370.23M	-0.45	-1.69	6.07
Fund Climate Assets B GBP Income	370.23M	-0.46	-1.70	6.06
Climate Assets C GBP Accumulation	370.23M	-0.28	-1.48	6.30

Top Funds for GBP Moderately Adventurous Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
LifeStrategy 80 Equity Fund A Acc	13.6B	14.64	5.85	8.51
LifeStrategy 80 Equity Fund A Inc	13.6B	14.64	5.85	8.50
Baillie Gifford Managed A Acc	5.05B	7.75	-3.98	6.93
Baillie Gifford Managed A Inc	5.05B	7.80	-3.99	6.92
Baillie Gifford Managed B Acc	5.05B	8.86	-3.03	8.09

Top Holdings

Name	ISIN	Weight %	Last	Change %
American Water Works	US0304201033	2.64	123.98	+0.30%
Medtronic	IE00BTN1Y115	2.63	90.82	-0.95%
Novartis	CH0012005267	2.39	97.66	-0.05%
Waste Management	US94106L1098	2.32	224.92	+0.07%
Ecolab	US2788651006	2.29	250.03	+0.13%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	BUY
Summary	Strong Buy	Strong Buy	Buy

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