Schroder Global Healthcare Fund Z Accumulation GBP
Category Sector Equity Healthcare
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£2.477
£-0.019 (-0.76%)
Fund Code
SZMDA
B76V7Q0
GB00B76V7Q08
Prices updated as at 02 May 2025
Prices in GBP
Investment objective
The Fund aims to provide capital growth by investing in equity and equity related securities of healthcare and medical related companies worldwide. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of companies worldwide, which are engaged in healthcare provision, medical services and related products.
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 | Sector Equity Healthcare |
---|---|---|
31 Mar 14 - 31 Mar 15 | 36.95 | 35.19 |
31 Mar 15 - 31 Mar 16 | -6.74 | -7.85 |
31 Mar 16 - 31 Mar 17 | 23.70 | 23.86 |
31 Mar 17 - 31 Mar 18 | -3.62 | -1.73 |
31 Mar 18 - 31 Mar 19 | 21.72 | 15.33 |
31 Mar 19 - 31 Mar 20 | 10.28 | 1.86 |
31 Mar 20 - 31 Mar 21 | 27.27 | 22.68 |
31 Mar 21 - 31 Mar 22 | 11.86 | 3.51 |
31 Mar 22 - 31 Mar 23 | -1.97 | -0.56 |
31 Mar 23 - 31 Mar 24 | 15.73 | 4.92 |
31 Mar 24 - 31 Mar 25 | -9.35 | -5.76 |
Trailing returns (%)
Year | This fund | Sector Equity Healthcare |
---|---|---|
1 Day | -0.76 | 1.25 |
1 Month | -2.21 | -1.87 |
3 Months | -12.04 | -10.71 |
6 Months | -9.23 | -7.15 |
1 Year | -10.25 | -6.98 |
3 Years annualised | 0.19 | -0.97 |
5 Years annualised | 5.30 | 3.39 |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.