Schroder UK Alpha Plus Z Inc

Fund

Fund Info

  • Yield History3.10%
  • 3 Year sharpe0.62
  • 3 Year alpha-1.94
  • 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 (Gross Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of UK companies.

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