Schroder Global Recovery Z Acc GBP

Fund
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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History3.66%
  • 3 Year sharpe-0.22
  • 3 Year alpha-12.52
  • Distribution Typeaccumulation
  • BenchmarkMSCI World NR USD
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.94%
  • IA SectorGlobal
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00BYRJXL91

Investment Strategy

The Fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide which are considered to be undervalued relative to their long term earnings potential. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of companies worldwide that have suffered a set back in either share price or profitability, but where long term prospects are believed to be good.

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