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
£0.929
£0.003 (+0.33%)
Fund Code
SZDYA
B2Q1N56
GB00B2Q1N560
Prices updated as at 02 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
, 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 performance (%)
| Year | This fund | GBP Flexible Allocation |
|---|---|---|
| 31 Mar 14 - 31 Mar 15 | 12.80 | 8.54 |
| 31 Mar 15 - 31 Mar 16 | -5.97 | -2.45 |
| 31 Mar 16 - 31 Mar 17 | 9.30 | 16.05 |
| 31 Mar 17 - 31 Mar 18 | 4.11 | 1.67 |
| 31 Mar 18 - 31 Mar 19 | -1.22 | 0.91 |
| 31 Mar 19 - 31 Mar 20 | -6.53 | -7.91 |
| 31 Mar 20 - 31 Mar 21 | 20.41 | 21.53 |
| 31 Mar 21 - 31 Mar 22 | 2.80 | 3.07 |
| 31 Mar 22 - 31 Mar 23 | -5.72 | -6.62 |
| 31 Mar 23 - 31 Mar 24 | 6.37 | 7.37 |
| 31 Mar 24 - 31 Mar 25 | 3.79 | 3.14 |
Trailing returns (%)
| Year | This fund | GBP Flexible Allocation |
|---|---|---|
| 1 Day | 0.33 | 0.37 |
| 1 Month | -0.54 | -0.31 |
| 3 Months | -2.99 | -2.65 |
| 6 Months | 0.52 | 0.43 |
| 1 Year | 4.81 | 4.03 |
| 3 Years annualised | 2.03 | 1.90 |
| 5 Years annualised | 4.33 | 4.74 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
