IFSL CAF ESG Growth Fund

The aim of the Fund is to increase the value of an investment over a minimum of 5 years through a combination of capital growth - which is profit on investments held, and income received by the Fund - which is money paid out of investments, such as dividends from shares and interest from bonds.

The Fund also aims to deliver, over any rolling 5-year period, an average of at least inflation plus 4% per annum. Inflation is measured as the UK Consumer Prices Index for these purposes.

Estimated Income Range: 2.0 - 3.0% per annum
Suggested comparator benchmark: ARC Sterling Steady Growth ACI
Risk indicator: risk level 5 - moderate volatility

The Fund is actively managed which means the Investment Manager decides which investments to buy or sell and when. The Investment Manager uses a responsible investment selection process which consists of selecting assets that have a strong focus on Environmental, Social and Governance (“ESG”) considerations along with the potential to grow in value.

The Fund will have exposure to ESG focused investments through a broad range of asset classes and investments across different industries and geographical regions, however not all asset classes may be held at all times.

This will include:

• Between 55% and 85% in shares of companies

• Between 5% and 25% in bonds

• Up to 20% in investment trusts providing exposure to alternative assets such as, property and infrastructure

For more information, please download the latest factsheet data and frequently asked questions below:

Download factsheet Frequently asked questions Download our Funds brochure

Jargon explained

ARC ACI

Created specifically for Charities, the ARC Charity Indices (ACI) are compiled to help charity trustees and their advisers understand their investment portfolio performance in a peer group context. For more information on the ACI, please see ARC Charity Indices (ACI): Asset Risk Consultants.

Risk indicator

This indicator aims to give you a measure of the price movement of this share class based on past data. It uses historic returns over the last five years. If five years' data is not available, simulated data based on a representative portfolio is used. Past data may not be a reliable indication of the future risk profile of the Fund. The risk category may change in the future and is not guaranteed. The lowest category does not mean risk free. The value of investments and the income from them may fall as well as rise and you may not get back the amount you originally invested. This Fund has been measured as 5 because its investments have experienced moderate volatility in the past.

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