Schroder European Climate Transition

Select share classes

Schroder European Climate Transition Fund L Accumulation GBP

Category Europe ex-UK Equity
Sustainability Improvers

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

£0.829

arrow-down£-0.008 (-0.96%)

Fund Code

SCPLA

B9GTQ50

GB00B9GTQ502

Prices updated as at 03 Apr 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, which meet the Investment Manager's sustainability criteria. 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, which meet the Investment Manager’s sustainability criteria. The Fund typically holds 30 to 50 companies.

Morningstar RatingTM (relative to category)

YearMorningstar returnMorningstar riskMorningstar rating
3 - yearBelow AverageAverage
star-filledstar-filled
5 - yearLowAbove Average
star-filled
10 - yearLowAbove Average
star-filled
OverallLowAbove Average
star-filled

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Mar 2025

Ratios1 year3 years5 years
-5.97-5.33-3.60
0.930.921.01
-1.38-1.18-0.74
85.9084.5886.45
-0.68-0.100.45
11.1212.6314.70
4.255.045.44


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.