Schroder Sustainable UK Equity Fund Z Accumulation GBP
Fund
ISIN GB0032312729 / Valor 1562798
NAV (2025-01-16)
GBP 3.81+1.19%
Schroder Sustainable UK Equity Fund Z Accumulation GBP
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General Objective
The fund aims to provide capital growth and income in excess of the FTSE All Share (Gross Total Return) Index over a three to five year period by investing in equity and equity related securities of UK companies that meet the investment manager's sustainability criteria.
Fund Exposure
The fund invests at least 80% of its assets in a concentrated range of equity and equity related securities of UK companies that meet the investment manager's sustainability criteria. It focuses on companies incorporated, headquartered, or with principal business activities in the UK, maintaining a higher overall sustainability score than the FTSE All Share Index. The fund typically holds 30 to 60 companies and may also invest in other securities, countries, regions, industries, or currencies.
Risks
The fund may be exposed to risks associated with equity investments, sustainability criteria, and market fluctuations. Additionally, the use of derivatives to reduce risk or manage the fund more efficiently may also pose risks to investors. It is important for investors to carefully consider these risks before investing in the fund.