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
£0.9478
£0.002 (+0.25%)
Fund Code
SZDYA
B2Q1N56
GB00B2Q1N560
Prices updated as at 28 May 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 the Investment Manager deems to be low carbon investments or decarbonising investments. 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).
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 | Unit Trust |
| Fund manager | Remi Olu-Pitan, Dominique Braeuninger |
| 0.96 | |
| 0.89 | |
| Fund comparative index | ICE BofA Sterling 3-M Gov Bl+3.5% TR GBP |
| Mixed Investment 20-60% Shares | |
| - | |
| 0.30 | |
| 0.25 | |
| 0.00 | |
| GBP Flexible Allocation | |
| No | |
| Fund provider | Schroder Unit Trusts Limited |
| Share class launch date | 02 May 2008 |
| £851.23m | |
| - | |
| 1.86 | |
| - | |
| 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.
