Schroder Global Alternative Energy

Select share classes

Schroder Global Alternative Energy Fund Class Q1 GBP Income

Category Sector Equity Alternative Energy
Sustainability Focus

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

£0.305

arrow-up£0.005 (+1.60%)

Fund Code

SZGQI

BF781D1

GB00BF781D16

Prices updated as at 25 Apr 2025
|
Prices in GBP

Investment objective
The Fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide that the investment manager assesses as making a positive contribution to the global transition to alternative, lower carbon sources of energy, such as companies involved in lower carbon energy production, distribution, storage, transport and the supply of related materials and technology. These are companies that either (1) generate at least 50% of their revenue from activities associated with the transition to alternative sources of energy; or (2) meet the investment manager’s criteria for performance of a ‘critical role’ in the transition to alternative sources of energy. The Fund is actively managed and invests at least 90% of its assets in a concentrated range of equity and equity related securities of companies worldwide that the investment manager assesses as making a positive contribution to the global transition to alternative sources of energy.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerMark Lacey, Felix Odey, Alex Monk
0.46
0.28
Fund comparative indexMSCI GLOBAL ALTERNATIVE ENERGY NR USD
Global
-
0.70
0.37
0.00
Sector Equity Alternative Energy
No
Fund providerSchroder Unit Trusts Limited
Share class launch date08 Dec 2020
£146.46m
-
0.59
-
Quarterly
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.


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