Schroder Global Equity Z Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.51%
  • 3 Year sharpe1.07
  • 3 Year alpha4.28
  • Distribution Typeaccumulation
  • BenchmarkMSCI World NR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.60%
  • IA SectorGlobal
  • Manager GroupSchroders
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to provide capital growth in excess of the MSCI World (Net Total Return) (GBP) 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 or equity related securities of companies worldwide. The Investment Manager seeks to identify companies that it believes will deliver future earnings growth above the level expected by the market typically on a 3-5 year horizon (this is referred to as ‘a positive growth gap’).

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