Schroder UK Alpha Plus Fund

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Schroder UK Alpha Plus Fund Z Accumulation GBP

Category UK Large-Cap Equity
star-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£0.9868

arrow-up£0.009 (+0.91%)

Fund Code

SCUAZ

B5L33N6

GB00B5L33N61

Prices updated as at 01 Apr 2025
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Prices in GBP
Investment objective
The Fund aims to provide capital growth in excess of the FTSE All Share (Gross Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of UK companies. The Fund is actively managed and invests at least 80% of its assets in a concentrated range of equity and equity related securities of UK companies. These are companies that are incorporated, headquartered or have their principal business activities in the UK. The Fund typically holds 30 to 60 companies.
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.

Annual performance (%)

YearThis fundUK Large-Cap Equity
31 Mar 14 - 31 Mar 154.986.59
31 Mar 15 - 31 Mar 16-1.72-3.91
31 Mar 16 - 31 Mar 1716.2918.76
31 Mar 17 - 31 Mar 18-1.720.61
31 Mar 18 - 31 Mar 196.215.09
31 Mar 19 - 31 Mar 20-21.46-18.97
31 Mar 20 - 31 Mar 2144.1730.63
31 Mar 21 - 31 Mar 22-1.639.86
31 Mar 22 - 31 Mar 234.922.09
31 Mar 23 - 31 Mar 240.627.84
31 Mar 24 - 31 Mar 25-2.708.49

Trailing returns (%)

YearThis fundUK Large-Cap Equity
1 Day0.910.77
1 Month-2.97-2.06
3 Months-0.213.62
6 Months-4.932.69
1 Year-1.818.84
3 Years annualised1.366.19
5 Years annualised8.5611.73
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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