Schroder Blended Portfolio 5 Z Acc

Category GBP Allocation 40-60% Equity


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

£0.7329

arrow-up£0.003 (+0.47%)

Fund Code

SCCFA

BF77ZV4

GB00BF77ZV41

Prices updated as at 09 May 2025
|
Prices in GBP

Investment objective
The Fund aims to provide capital growth and income by investing in a diversified range of assets and markets worldwide with a target average annual volatility (a measure of how much the Fund's returns may vary over a year) over a rolling five year period of between 50% to 65% of that of global stock markets (represented by the MSCI All Country World index). The Fund is actively managed and invests its assets in collective investment schemes, closed ended investment schemes, real estate investment trusts and exchange traded funds which themselves invest worldwide in any of the following: (A) equity or equity related securities; (B) fixed income securities (including government bonds and corporate bonds); (C) currencies; (D) alternative assets; and (E) derivatives.

Annual charges

Product charges
0.54
0.13
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Key Information Document / Technical Guide 27 Jan 2025pdf
Annual Report 05 Oct 2024pdf
Interim Report 05 Apr 2024pdf
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