Schroder Global Energy Transition

Select share classes

Schroder Global Energy Transition Fund Class Z GBP Accumulation

Category Sector Equity Alternative Energy


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

£0.3674

arrow-up£0.005 (+1.44%)

Fund Code

SZTZA

BF781K8

GB00BF781K82

Prices updated as at 15 Nov 2024
|
Prices in GBP

Investment objective
The Fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide that are associated with the global transition towards lower carbon sources of energy and which meet the investment manager’s environmental, social and governance (ESG) 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 companies worldwide that contribute to the global transition towards lower carbon sources of energy, such as lower carbon energy production, distribution, storage, transport and associated supply chain material providers and technology companies. The Fund will only invest in companies that generate at least 50% of their revenue from activities contributing to the transition, or those which play critical roles in the transition and are increasing their exposure to such activities.

Annual charges

Product charges
0.95
0.43
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 14 Nov 2024pdf
Annual Reports 30 Jun 2024pdf
Interim Short Report 30 Jun 2024pdf
Key Information Document / Technical Guide 12 Feb 2024pdf
Annual Short Report 31 Dec 2023pdf
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