Schroder Global Alpha Plus Z Acc

Fund

Fund Info

  • Yield History0.91%
  • 3 Year sharpe0.97
  • 3 Year alpha-3.27
  • Distribution Typeaccumulation
  • BenchmarkMSCI World NDR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF1.00%
  • SectorGlobal
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B3NXKY07

Investment Strategy

The Fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide. The Fund invests at least 80% of its assets in equity and equity related securities of companies worldwide. As the Fund is index-unconstrained it is managed without reference to an index. ‘Alpha' funds invest in companies in which the Investment Manager has a high conviction that the current share price does not reflect the future prospects for that business. The Fund typically holds 25 to 40 companies.