Schroder European Alpha Plus Z Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.41%
  • 3 Year sharpe-0.03
  • 3 Year alpha-7.16
  • Distribution Typeincome
  • BenchmarkFTSE World Eur Ex UK TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.95%
  • IA SectorEurope Excluding UK
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B7LDKT55

Investment Strategy

The Fund aims to provide capital growth in excess of an average of share prices of small companies from across the world (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 35 to 60 companies.

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