Schroder UK Multi-Cap Income Fund Z Income GBP
Category UK Equity Income
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.039
£0.003 (+0.29%)
Fund Code
CXUGI
B6Y7N65
GB00B6Y7N654
Prices updated as at 13 May 2025
|
Prices in GBP
Investment objective
The Fund aims to provide income and 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 equities of UK companies. These are companies that are incorporated, headquartered or have their principal business activities in the UK.
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
22 May 2002
Domicile
United Kingdom
UCITS
Yes
Lead manager
Graham Ashby
Lead manager start date
06 Sep 2021
Lead fund manager biography
Graham Ashby, Manager of the Santander UK Growth, N&P UK Growth Funds and Santander Premium UK Equity Fund, has 24 years’ experience of equity fund investments and held several fund manager roles over this time. Prior to joining Santander Asset Management UK, Graham was Head of UK Equities at Ignis Asset Management. He is a bottom-up stock picker who invests across the market capitalisation spectrum, principally in companies with a proven track record of creating value for shareholders. He adopts a disciplined approach to portfolio construction with the aim of taking an appropriate level of risk to achieve outperformance targets. Prior to his role at Ignis, Graham held senior equity positions at LV=Asset Management and Credit Suisse Asset Management.
Lead manager
Duncan Green
Lead manager start date
06 Sep 2021
Lead fund manager biography
Duncan is a Portfolio Manager at Santander AM with responsibility for the day-to-day management of the UK Equity Income portfolios. Prior to joining Santander AM in September 2016, he was an Investment Risk Manager at Standard Life Investments. Prior to that, he was a Performance Analyst and then an Investment Risk Manager at Ignis Asset Management. He holds a Bachelor’s degree in Economics from the University of Southampton, a Master’s degree in Investment Management from the University of Reading ICMA Centre and is a CFA charterholder.
Head office
1 London Wall Place
London
United Kingdom
EC2Y 5AU
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