Schroder QEP Global Active Value Fund

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Schroder QEP Global Active Value Fund Z Income GBP

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

£1.291

arrow-down£-0.004 (-0.31%)

Fund Code

SZQVI

B76V8H8

GB00B76V8H81

Prices updated as at 23 May 2025
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Prices in GBP
Investment objective
The Fund aims to provide capital growth and income in excess of the MSCI AC World (Net Total Return) Index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of companies worldwide. The Fund is actively managed and invests at least 80% of its assets in equity or equity related securities of companies worldwide. The Fund invests in companies that have certain "Value" characteristics. Value is assessed by looking at indicators such as cash flows, dividends and earnings to identify securities which the manager believes have been undervalued by the market.
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
21 Dec 2005
Domicile
United Kingdom
UCITS
Yes
Lead manager
Stephen Langford
Lead manager start date
01 Apr 2022
Lead fund manager biography
Stephen joined Schroders in 2003 as a Senior Analyst and Portfolio Manager and has played a critical role in all parts of the QEP investment process since this time. In 2019, in addition to his Portfolio management responsibilities he became QEP Co-Head of Research with main focus on researching enhancements to the QEP investment process. Stephen’s investment career commenced at Quaestor Investment Management in 1999, where he was as a senior research manager and portfolio manager of a Japanese market-neutral fund.
Head office
1 London Wall Place
London
United Kingdom
EC2Y 5AU
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