Schroder European Alpha Plus Z Acc

Fund

Fund Info

  • Yield History2.70%
  • 3 Year sharpe0.83
  • 3 Year alpha-0.62
  • Distribution Typeaccumulation
  • BenchmarkFTSE World Eur Ex UK TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.94%
  • SectorEurope Excluding UK
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B7LDKR32

Investment Strategy

The Fund aims to provide capital growth by investing in equity and equity related securities of European companies, excluding the UK. The Fund 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 35 to 60 companies.