Schroder Global Sustainable Value Equity Fund Z Capitalisation GBP
Category Global Large-Cap Value Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.6836
£0.002 (+0.26%)
Fund Code
SCRZA
BF783V3
GB00BF783V38
Prices updated as at 09 May 2025
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.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, 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