Schroder UK Opportunities Z Inc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History2.17%
  • 3 Year sharpe0.16
  • 3 Year alpha-4.68
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.92%
  • IA SectorUK All Companies
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B6ZH3F37

Investment Strategy

The Fund aims to achieve capital growth and income 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. The Fund is actively managed and invests at least 80% of its assets in a concentrated range of equity and equity related securities of UK companies. These are companies that are incorporated, headquartered or have their principal business activities in the UK. The Fund typically holds 30 to 50 companies.

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