Schroder European Recovery Fund Z Accumulation GBP
Fund
ISIN GB0007221889 / Valor 830140
NAV (2024-12-24)
GBP 11.36+0.80%
Schroder European Recovery Fund Z Accumulation GBP
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General Objective
The fund aims to provide capital growth in excess of the FTSE World Series Europe ex UK (Gross Total Return) Index over a three to five year period by investing in equity and equity related securities of European companies, excluding the UK.
Fund Exposure
The fund invests at least 80% of its assets in equities of European companies, excluding the UK, applying a disciplined value investment approach. It seeks to invest in undervalued companies with long-term earnings potential. The fund may also invest in other securities, countries, regions, industries, currencies, collective investment schemes, warrants, and money market instruments.
Risks
The fund may be exposed to risks such as market risk, currency risk, liquidity risk, and derivatives risk. The value of investments may fluctuate and investors may not get back the amount invested. Additionally, the use of derivatives may result in losses that could exceed the original amount invested.