ISIN:
GB00BYQCS257
IA Sector:
IA UK Equity Income
Risk level:
FE fundinfo Rating:
1 of 5
Accumulation
Price:
122.3626 GBX
08 May 2025
Last change:
icon-up-small 1.34%
1 year change:
icon-down-small -11.81%
5 year annualised return:
4.49%
12 month yield:
5.88%
The value of investments, and income from them, can rise and fall so you may get back less than you invest. If you’re unsure about investing, seek independent advice. You may be eligible for financial advice through our partnership with Schroders Personal Wealth
Add to chart:
Fund Objective: The Unicorn UK Ethical Income Fund aims to provide an income by investing in UK companies which meet the ACD’s ethical guidelines
| Manager name | Unicorn Asset Mgt |
|---|---|
| Manager start date | 01 April 2016 |
| Manager Biography | Fraser joined Unicorn in 2008 and is co-manager of the Unicorn UK Income Strategy, UK Smaller Companies & UK Growth Funds as well as collaborating with the Investment team across the OEIC, AIM VCT, AIM IHT Portfolios and Managed Accounts. Having previously held positions with F&C Asset Management and Geoghegan & Co Chartered Accountants, Fraser graduated from the University of St Andrews in 2003 with a degree in Economics and Management and is a Fellow of the Association of Chartered Certified Accountants. |
| Investment style: | *None |
|---|---|
| Region (geographical) | United Kingdom |
| Benchmark | IA UK Equity Income |
|---|---|
| Sector | IA UK Equity Income |
| FE fundinfo Rating | 1 of 5 |
Fund size: 29,218,481.00 GBX
Chart date: May 8, 2025
ESG stands for Environmental, Social and Governance and is an approach for evaluating to what extent a company works towards social goals. For investors this can be used in order to understand how their funds and the assets they are made up of work towards these goals and use that information to help make sustainable investment choices.
This product uses terms and/or marketing related to sustainability. It does not have a label, but the manager is required to produce a disclosures document.
The FCA website sets out further information in relation to the sustainability labelling and disclosure requirements.
Halifax Share Dealing Limited. Registered in England and Wales no. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire, HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under registration number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.
The information contained within this website is provided by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd unless otherwise stated. The information is not intended to be advice or a recommendation to buy, sell or hold any of the shares, companies or investment vehicles mentioned, nor is it information meant to be a research recommendation. This is a solution powered by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd incorporating their prices, data news, charts, fundamentals and investor tools on this site. Terms and conditions apply. Prices and trades are provided by Allfunds Digital, S.L.U. acting through its business division Digital Look Ltd and are delayed by at least 15 minutes.
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.
© 2025 Refinitiv, an LSEG business. All rights reserved.