Schroder Sustainable UK Equity Fund Z Accumulation GBP
Category UK Flex-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£3.723
£0.013 (+0.35%)
Fund Code
CXGIA
3231272
GB0032312729
Prices updated as at 16 Apr 2025
|
Prices in GBP
Investment objective
The fund aims to provide capital growth and income in excess of the FTSE All Share index over a three to five year period by investing in equity and equity related securities of UK companies which the investment manager classifies as sustainable. These are companies that, through the way they are managed and/or the goods and services that they sell, make a positive contribution to the Planet and/or People. 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. The Fund may use derivatives with the aim of reducing risk or managing the Fund more efficiently. The Fund invests at 70% of its portfolio in assets the investments manager classifies as sustainable.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Open Ended Investment Company |
| Fund manager | Matthew Bennison |
| 4.07 | |
| 3.46 | |
| Fund comparative index | FTSE AllSh TR GBP |
| UK All Companies | |
| - | |
| 0.85 | |
| 0.10 | |
| 0.00 | |
| UK Flex-Cap Equity | |
| No | |
| Fund provider | Schroder Unit Trusts Limited |
| Share class launch date | 31 Dec 2002 |
| £35.69m | |
| - | |
| 3.20 | |
| - | |
| Semi-Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
