Schroder Global Recovery Fund Z Accumulation GBP

A Select 50 Fund - Fidelity insight

Category Global Large-Cap Value Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.163

arrow-up£0.006 (+0.52%)

Fund Code

SZGRA

BYRJXL9

GB00BYRJXL91

Prices updated as at 24 Dec 2024

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 which are considered to be undervalued relative to their long term earnings potential. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of companies worldwide that have suffered a set back in either share price or profitability, but where long term prospects are believed to be good.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , 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.

Annual charges

Product charges
	0.94
	0.32
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Fund Provider FactSheet	12 Dec 2024	pdf
Annual Reports	30 Jun 2024	pdf
Interim Short Report	30 Jun 2024	pdf
Key Information Document / Technical Guide	12 Feb 2024	pdf
Annual Short Report	31 Dec 2023	pdf

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Important Information

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