Schroder Global Equity Fund Z Income GBP
Category Global Large-Cap Blend Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£1.491
£0.007 (+0.47%)
Fund Code
SZGZI
BD8RLD3
GB00BD8RLD38
Prices updated as at 02 May 2025
|
Prices in GBP
Investment objective
The Fund aims to provide capital growth in excess of the MSCI World (Net Total Return) (GBP) 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 Investment Manager seeks to identify companies that it believes will deliver future earnings growth above the level expected by the market typically on a 3-5 year horizon (this is referred to as ‘a positive growth gap’).
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
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | Alex Tedder |
| 1.69 | |
| 1.34 | |
| Fund comparative index | MSCI World NR GBP |
| Global | |
| - | |
| 0.60 | |
| 0.14 | |
| 0.00 | |
| Global Large-Cap Blend Equity | |
| No | |
| Fund provider | Schroder Unit Trusts Limited |
| Share class launch date | 19 Feb 2016 |
| £1.75b | |
| - | |
| 0.95 | |
| - | |
| Annually |
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.
