Schroder MM Diversity Fund Z Income GBP

Category GBP Allocation 20-40% Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.262

arrow-up£0.00 (+0.00%)

Fund Code

CZDVI

B602JM2

GB00B602JM21

Prices updated as at 15 Nov 2024

Prices in GBP

Investment objective

The Fund aims to provide capital growth in excess of the UK Consumer Price Index (after fees have been deducted) over a five to seven year period by investing in a diversified range of assets worldwide. The Fund is actively managed and invests its assets indirectly through collective investment schemes, exchange traded funds, real estate investment trusts and closed ended funds in equity and equity related securities, fixed and floating rate securities and alternative assets worldwide. Alternative assets may include hedge funds, real estate, private equity and commodities.

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.

Company name

Schroder Unit Trusts Limited

Fund launch date

22 May 2002

Domicile

United Kingdom

UCITS

Yes

Lead manager

Robin McDonald

Lead manager start date

24 Oct 2007

Lead fund manager biography

Robin McDonald is a Fund Manager at Schroders, which involves co-managing a range of multi-manager funds. He joined Schroders in 2007 and is based in London. Robin was a Fund Manager at Cazenove Capital (taken over by Schroders in 2013) from 2007 to 2013, which involved co-managing a range of multi-manager funds. He was a Fund Analyst at Gartmore Investment Management from 2003 to 2007, which involved providing analytical support in the management of a range of multi-manager funds.

Lead manager

Joe Le Jehan

Lead manager start date

01 May 2019

Lead fund manager biography

Joe Le Jehan is Fund Manager, Multi-Manager at Schroders, Joe is responsible for managing a range of multi-asset, multi-manager portfolios for both retail and institutional clients. He joined Schroders in 2013 and is based in London. Joe was a Fund Analyst, Multi-Manager at Cazenove Capital Management from 2008 to 2012, responsible for broad fund analysis with regard to a range of in house Multi-Manager portfolios and the wider group buy list. He was a Senior Fund Analyst at Brewin Dolphin Securities from 2005 to 2008, responsible for broad fund analysis with regard to the group's fund buy list, used by in-house wealth managers. He was a Senior Associate at PriceWaterhouseCoopers from 2000 to 2004, working in the Retail Funds group, within the Assurance and Business Advisory Services division. Qualifications: CFA Charterholder; BA in Economics from Durham University.

Head office

1 London Wall Place

London

United Kingdom

EC2Y 5AU

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