Schroder Strategic Bond Fund Z Accumulation GBP

Category Global Flexible Bond - GBP Hedged

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

Last buy/sell price

£0.8906

arrow-down£-0.001 (-0.09%)

Fund Code

SZSTA

B7FPS59

GB00B7FPS593

Prices updated as at 23 Jan 2025

Prices in GBP

Investment objective

The Fund aims to provide income and capital growth of between 2.5% and 4.5% per annum (after fees have been deducted) over a three to five year period by investing in fixed and floating rate securities issued by governments, government agencies, supra-nationals and companies worldwide. The Fund is actively managed and invests at least 80% of its assets in fixed and floating rate securities denominated in sterling (or in other currencies and hedged back into sterling) issued by governments, government agencies, supra-national and corporate issuers worldwide.

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

27 Mar 2012

Domicile

United Kingdom

UCITS

Yes

Lead manager

Daniel Pearson

Lead manager start date

17 Sep 2018

Lead fund manager biography

Daniel Pearson is a Credit Portfolio Manager who Joined Schroders from Cazenove in 2013. He has a focus on IG and HY auto, Business Services and Property sectors. Qualifications: BSc Business Administration from Bath University, ACCA and IMC.

Lead manager

Julien Houdain

Lead manager start date

01 Feb 2020

Lead fund manager biography

Julien is a Portfolio Manager in the Global Credit Team. He joined LGIM in September 2007 from Fortis Investments, where he was a Quantitative Strategist in the structured finance team and developed market standard and proprietary models for the pricing and risk management of credit derivatives as well as trading and hedging strategies. Julien has a PhD in Financial Modelling from the Ecole Normale Superieure, Paris, France.

Head office

1 London Wall Place

London

United Kingdom

EC2Y 5AU

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