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Climate Assets Bal B GBP Inc

Price: 207.40p|Change: 0.01 (0.34%)

This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Investor Information Document (KIID)

Management

Name of companyThesis Unit Trust Management Limited
Phone+44 1243 531234
Websitewww.tutman.co.uk
AddressThesis Unit Trust Management Limited
Exchange Building
Chichester
United Kingdom

Fund

DomicileGBR
Legal structureOEIC
UCITSYes
Inception date20/06/2011

Managers

Fund managerClaudia Quiroz
Manager start date01/02/2010
BiographyClaudia has over 20 years of experience in Sustainable,Ethical and Responsible Investment and joined QuilterCheviot in 2009. She is the Lead Fund Manager of ouraward-winning Climate Assets Balanced Fund. Claudia’sportfolio management experience extends to privateclients, pensions, and charities with a focus on sustainableinvestment. She is a voting member of our InternationalEquities Stock Selection Committee, a Chartered Memberof the Chartered Institute for Securities & Investment, andthe winner of the Wealth Manager of the Year at the City ofLondon Wealth Management Awards in 2021.
Fund managerCaroline Langley
Manager start date12/10/2018
BiographyCaroline has almost 20 years of investment experience andover 15 of those are with Quilter Cheviot where she hasworked since 2006. She first trained as a CharteredAccountant at PricewaterhouseCoopers before spendingtwo years as a consultant in their Sustainable BusinessSolutions team. Caroline graduated in Human Sciencesfrom Oxford University in 1997 and also holds a Mastersdegree in Environmental Technology (specialising in GlobalEnvironmental Change and Policy) from Imperial College

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