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
£0.9335
£-0.005 (-0.49%)
Fund Code
SZDYA
B2Q1N56
GB00B2Q1N560
Prices updated as at 31 Mar 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
Growth chart of 1,000
Please note that past performance is not a reliable indicator of future returns. The Growth of 1,000 chart shows growth of the asset based on an initial investment of 1,000 over a set period, using the actual daily returns for the asset over that period. It is plotted in the base currency of the fund (for example GBP, Euros or Dollars) which is the same as the price currency at top of this page. If the price currency is anything other than pound sterling the performance return may increase/decrease because of currency fluctuations.