Schroder Blended Portfolio 7 Z Acc
Category GBP Allocation 80%+ Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.8615
£0.006 (+0.72%)
Fund Code
SCVFA
BF77ZX6
GB00BF77ZX64
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 75% to 90% 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, close 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.
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 | Open Ended Investment Company |
Fund manager | Philip Chandler, Ryan Paterson |
0.9 | |
0.8 | |
Fund comparative index | IA Mixed Investment 40-85% Shares |
Mixed Investment 40-85% Shares | |
- | |
0.56 | |
0.13 | |
0.00 | |
GBP Allocation 80%+ Equity | |
No | |
Fund provider | Schroder Unit Trusts Limited |
Share class launch date | 19 Mar 2020 |
£343.87m | |
- | |
1.28 | |
- | |
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.