Schroder ISF Global Energy C Dis GBP AV

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.30%
  • 3 Year sharpe0.02
  • 3 Year alpha7.52
  • Distribution Typeincome
  • BenchmarkMSCI World SMID Energy NR USD
  • Legal StructureSICAV
  • Fund Size (month end)SICAV
  • OCF1.29%
  • IA SectorGlobal
  • Manager GroupSchroders
  • DomicileLuxembourg
  • ISINLU0355356832

Investment Strategy

The Fund aims to provide capital growth in excess of the MSCI World SMID Energy index after fees have been deducted over a three to five year period by investing in equity and equity related securities of companies in the energy sector. The Fund is actively managed and invests at least two-thirds of its assets in a concentrated range of equities of small and mid-sized companies in the energy sector. These are companies which, at the time of purchase, are considered to be in the bottom 80% by market capitalisation of the energy sector. The Fund typically holds fewer than 50 companies.

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