Schroder International Selection Fund Global Energy IZ Accumulation USD
ISIN LU2016217395 / Valor 49189566
Schroder International Selection Fund Global Energy IZ Accumulation USD
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General Objective
The fund aims to provide capital growth in excess of the MSCI World SMID Energy Index after fees have been deducted over a three to five year period by investing in equity and equity related securities of companies in the energy sector.
Fund Exposure
The fund is actively managed and invests at least two-thirds of its assets in a concentrated range of equities of small and mid-sized companies in the energy sector. It typically holds fewer than 50 companies and may also invest up to one-third of its assets in other securities, countries, regions, industries, or currencies. The fund may use derivatives with the aim of achieving investment gains, reducing risk, or managing the fund more efficiently.
Risks
The fund is categorized as having a higher risk profile with potentially higher rewards. Some of the risks associated with this fund include concentration risk, currency risk, liquidity risk, operational risk, performance risk, IBOR transition risk, and derivatives risk. It is important to note that past performance is not a reliable indicator of future performance, and the value of investments may go down as well as up.
Source
https://www.fidelity.co.uk/factsheet-data/factsheet/LU0355356832-schroder-isf-global-energy-c-gbp-inc-av/key-statistics
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