Schroder European Alpha Plus Fund

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Schroder European Alpha Plus Fund Z Accumulation GBP

Category Europe ex-UK Equity
star-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.078

arrow-down£-0.004 (-0.37%)

Fund Code

SZEPA

B7LDKR3

GB00B7LDKR32

Prices updated as at 07 Mar 2025
|
Prices in GBP
Investment objective
The Fund aims to provide capital growth in excess of the FTSE World Series Europe ex UK (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 European companies, excluding the UK. The Fund is actively managed and invests at least 80% of its assets in a concentrated range of equity and equity related securities of European countries, excluding the UK. The Fund typically holds 35 to 60 companies.
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
03 Oct 2003
Domicile
United Kingdom
UCITS
No
Lead manager
Martin Skanberg
Lead manager start date
01 Apr 2024
Lead fund manager biography
– Manager of Schroder ISF EURO Equity since 2010, Schroder European Fund since 2006 – Co-manager of Schroder European Alpha Plus Fund from April 2024 – Morningstar 2017 European Equity Manager of the Year – Joined Schroders in 2004 as an industrials analyst – Investment career commenced in 1994 when he joined SEB Asset Management as an investment analyst for Nordic industrials and basic materials. In 1999 he became their Head of European Research – Previously worked at American Express Asset Management as a senior investment analyst responsible for Industrials and Telecoms
Head office
1 London Wall Place
London
United Kingdom
EC2Y 5AU
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