Schroder Global Energy Transition

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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

£0.3936

arrow-up£0.003 (+0.77%)

Fund Code

SZTZA

BF781K8

GB00BF781K82

Prices updated as at 17 Oct 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.

Company name
Schroder Unit Trusts Limited
Fund launch date
08 Dec 2020
Domicile
United Kingdom
UCITS
Yes
Lead manager
Mark Lacey
Lead manager start date
08 Dec 2020
Lead fund manager biography
Mark Lacey is a Head of Commodities at Schroders, which involves being the fund manager for the Commodities strategy. Joined Schroders in 2013. In 2006 was ranked as No.1 energy investment specialist in the 2006 Thompson Extel Survey. He joined Schroders in 2013 and is based in London. Mark was a Portfolio Manager at Investec from 2000 to 2013, which involved managing the global energy funds. He was a Head of Global Energy at Goldman Sachs from 1996 to 2000, which involved managing energy funds.
Lead manager
Felix Odey
Lead manager start date
01 Jan 2021
Lead fund manager biography
Felix Odey is a is a Portfolio Manager at Schroders working on the Global Resource Equities Team. He is the Portfolio Manager on the Schroder Sustainable Food and Water, the Schroder Global Energy Fund and the Global Energy Transition Fund. Felix joined Schroders in 2016 as a graduate, following summer work placements with Egerton Capital. He initially started working in the Schroders’ ESG team, before joining the Global Energy Fund in 2017, and the Global Energy Transition upon its launch in 2019.
Head office
1 London Wall Place
London
United Kingdom
EC2Y 5AU
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