Schroder European Alpha Income Z Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.62%
  • 3 Year sharpe0.18
  • 3 Year alpha-11.32
  • Distribution Typeaccumulation
  • BenchmarkFTSE World Eur Ex UK TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.92%
  • IA SectorEurope Excluding UK
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B6S00Y77

Investment Strategy

The Fund aims to provide income and capital growth in excess of the FTSE World Series Europe ex UK (Gross Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of European companies, excluding the UK. The Fund is actively managed and invests at least 80% of its assets in a concentrated range of equity and equity related securities of European countries, excluding the UK. The Fund typically holds 30 to 50 companies.

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