Schroder European Recovery Z Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.93%
  • 3 Year sharpe0.29
  • 3 Year alpha-9.69
  • Distribution Typeincome
  • BenchmarkFTSE World Eur Ex UK TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.96%
  • IA SectorEurope Excluding UK
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B60BTP24

Investment Strategy

The Fund aims to provide 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 equity and equity related securities of European companies, excluding the UK.

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