Schroder Sustainable Future Multi-Asset Fund Z Accumulation GBP
Category GBP Flexible Allocation
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.9181
£-0.01 (-1.08%)
Fund Code
SZDYA
B2Q1N56
GB00B2Q1N560
Prices updated as at 04 Apr 2025
|
Prices in GBP
Investment objective
The Fund aims to provide capital growth and income of the ICE BofA Sterling 3-Month Government Bill Index plus 3.5% per annum (before fees have been deducted) over a five to seven year period by investing in a diversified range of assets and markets worldwide which meet the Investment Manager’s sustainability criteria. The Fund is actively managed and invests its assets directly, or indirectly through collective investment schemes, exchange traded funds, real estate investment trusts or closed ended funds, in equity and equity related securities, fixed and floating rate securities and alternative asset classes worldwide (including emerging markets and less developed markets). Alternative assets may include funds that use absolute return strategies or funds that invest indirectly in real estate, private equity and commodities. The weightings of these holdings are adjusted in response to changing market conditions.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, 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
Annual charges
Product charges | |
---|---|
0.30 | |
0.23 | |
No | |
- | |
0.00 | |
0.00 | |
Minimum investment | 25.00 |
Please note that service charges will also apply. Read more about our fees.