Schroder Global Sustainable Value Equity Fund

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There is only one type of share class for this fund.

Schroder Global Sustainable Value Equity Fund Z Capitalisation GBP

Category Global Large-Cap Value Equity
Sustainability Focus


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

£0.6836

arrow-up£0.002 (+0.26%)

Fund Code

SCRZA

BF783V3

GB00BF783V38

Prices updated as at 09 May 2025
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Prices in GBP

Investment objective
The Fund aims to provide capital growth in excess of the MSCI World (Net Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of companies worldwide with ‘Value’ characteristics which the investment manager classifies as sustainable. These are companies that, through the way they are managed and/or the goods and services that they sell, make a positive contribution to the Planet (the environment); and/or People (employee wellbeing; customer wellbeing; healthy, inclusive and connected communities; and/or effective and accountable institutions). 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 have certain ‘Value’ characteristics. The Fund typically holds 30 to 70 companies. The Fund invests at least 70% of its portfolio in assets that the investment manager classifies as sustainable.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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Overall
Morningstar returnAverage
Morningstar riskAbove Average
Morningstar rating
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Source: Fidelity (FIL Investment SVCS (UK) Ltd)



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