Schroder UK Alpha Plus Z Acc


Fund Info

  • Yield History2.89%
  • 3 Year sharpe0.62
  • 3 Year alpha-1.81
  • Distribution Typeaccumulation
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.91%
  • SectorUK All Companies
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B5L33N61

Investment Strategy

Aims to provide capital growth in excess of the FTSE All Share Total Return index (net of fees) over the market cycle (typically three to five years) by investing in a concentrated range of equity and equity related securities of UK companies and will typically hold 30 to 60 companies. It may also invest in equity and equity related securities of non-UK companies, collective investment schemes, fixed income securities, warrants and money market instruments, and hold cash and may use derivatives with the aim of reducing risk and managing the Fund more efficiently.