Schroder International Selection Fund Global Equity Alpha A Distribution GBP AV

Category Global Large-Cap Blend Equity

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

Last buy/sell price

£243.9575

arrow-up£1.914 (+0.79%)

Fund Code

SDGEA

B0XNYP8

LU0242609849

Prices updated as at 26 Sep 2024

Prices in GBP

Investment objective

The Fund aims to provide capital growth in excess of the MSCI World (Net TR) index after fees have been deducted over a three to five year period by investing in equity and equity related securities of companies worldwide. The Fund is actively managed and invests at least two-thirds of its assets in equity and equity related securities of companies worldwide. ‘Alpha’ funds invest in companies in which the Investment Manager has a high conviction that the current share price does not reflect the future prospects for that business.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

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.

Company name

Schroder Investment Management (Europe) S.A.

Fund launch date

29 Jul 2005

Domicile

Luxembourg

UCITS

Yes

Lead manager

Alex Tedder

Lead manager start date

31 Oct 2014

Lead fund manager biography

Alex Tedder is Head and CIO of Global & US Large-Cap Equities at Schroders, He provides oversight of the Global/International team in London, as well as the US Large-Cap team in New York. The teams manage a range of strategies within a clearly defined growth framework. The process draws extensively on Schroders local research and there is close collaboration with other teams within the firm. He joined Schroders in 2014 and is based in London. Qualifications: MA in Economics and Business Administration University of Freiburg, Switzerland.

Lead manager

Frank Thormann

Lead manager start date

01 Jan 2018

Lead fund manager biography

Frank Thormann is a Portfolio Manager at Schroders, which involves managing the Global and US Large Cap Equity portfolios. He joined Schroders in 2017 and is based in London. Frank was a Global Portfolio Manager at Union Investment from 2008 to 2017, which involved initially focussing on the North American component of Union’s Concentrated Global Equity portfolios, he assumed overall portfolio management responsibility for the UniFavorit Concentrated Global Equity Fund in early 2010. Qualifications: CFA Charterholder; MBA in Business, Finance and International Business from University of Missouri-Kansas City; BA in Finance and Mathematics from Loras College.

Head office

5, rue Höhenhof

Sennigerberg

Luxembourg

L-1736

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