Schroder UK Alpha Plus Z Inc

Fund

Fund Info

  • Yield History2.58%
  • 3 Year sharpe0.63
  • 3 Year alpha-1.9
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.91%
  • SectorUK All Companies
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B60R7N45

Investment Strategy

The Fund 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 equity and equity related securities of UK companies.