Schroder Sustainable Future Multi-Asset Fund Z Income GBP
Category GBP Flexible Allocation
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.7773
£0.002 (+0.31%)
Fund Code
SZDYI
B2Q1N90
GB00B2Q1N909
Prices updated as at 08 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
Company name
Schroder Unit Trusts Limited
Fund launch date
02 May 2008
Domicile
United Kingdom
UCITS
Yes
Lead manager
Remi Olu-Pitan
Lead manager start date
02 May 2008
Lead fund manager biography
Remi Olu-Pitan is a Fund Manager at Schroders, She is responsible for investments on behalf of Multi-Asset clients globally and is a co-portfolio manager of the Schroder Life Diversified Growth Fund. She heads the Equity risk premia research team of the Strategic Investment Group Multi-Asset (SIGMA). She is a member of the Global Asset Allocation Committee. She joined Schroders in 2006 and is based in London.
Qualifications: CFA Charterholder; MSc in Statistics from The London School of Economics; BA in Business Finance from Durham University.
Fund manager
Dominique Braeuninger
Manager start date
30 Nov 2024
Fund manager biography
Dominique studied economics at the University of Mannheim, Germany. During this time, he worked as a junior researcher for the Mannheim Business School. After graduating, he joined Université Paris 1 Panthéon-Sorbonne for a master in Applied Mathematics and Quantitative Finance. In 2013, he worked as a research assistant for an EU project at the Institute for Banking and Finance at the University of Zurich. In his role, he did research in the field of risk management and measurement as well as financial market regulations. In September 2014, Dominique joined the Schroders convertible bond team initially as an analyst, and took over fund managing responsibilities in July 2017.CFA Dominique is a CFA Charterholder.
Head office
1 London Wall Place
London
United Kingdom
EC2Y 5AU
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