Schroder Global Equity Income Z Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.96%
  • 3 Year sharpe0.35
  • 3 Year alpha-1.89
  • Distribution Typeincome
  • BenchmarkMSCI World NR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.95%
  • IA SectorGlobal Equity Income
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B76V7N76

Investment Strategy

The Fund aims to provide income and capital growth in excess of the MSCI World (Net Total Return) Index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of companies worldwide. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of companies worldwide which offer sustainable dividend payments.

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