THE WEALTH COMPANY ETHICAL FUND DIRECT IDCW

THE WEALTH COMPANY ETHICAL FUND DIRECT IDCW lags behind most of its peers in the Thematic category. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 47/100.

Cost: At 1.16%, the expense ratio is roughly in line with the Thematic category average of 1.13% — cost isn't a standout factor either way for this fund.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.64 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 15.7% is fairly typical for actively managed equity funds.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.