Climate Assets Fund
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Sun Portfolio Fund & Related Products
Simplified Prospectus
Contents - This Simplified Prospectus document gives a summary of the Sun Portfolio Fund (the "Fund"), which is an open Ended Investment Company (OEIC). The Fund has one sub-fund: Climate Assets Fund. Issue date: October 2011.
Key Features Document (ISA)
Contents - This document describes the Key Features and Terms & Conditions of the Climate Assets Fund Stocks and Shares Individual Savings Account (Climate Assets Fund ISA). Issue date: April 2012.
Application Forms
Contents - Application Forms for the Climate Assets Fund and the Climate Assets Fund Stocks and Shares ISA. Issue date: January 2010.
ISA Transfer Form
Contents - Climate Assets Fund Stocks and Shares ISA Transfer Form. Issue date: January 2010.
Direct Debit Mandate
Contents - Direct Debit Mandate. Instructions to Bank or Building Society to pay by Direct Debit.
Financial - Short Report
Contents - Climate Assets Fund. Interim Short Report for the period ended 31st July 2011. Issue date: September 2011.
Fund Factsheet
Contents - Fund Factsheet. Climate Assets Fund. Issue date: May 2012.