Schroder Sustainable UK Equity Fund Z Accumulation GBP header image

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.

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Source

https://www.schroders.com/en-gb/uk/institutional/fund-centre/?language=en&location=uk&channel=institutional&clientId=schdr&clientVersion=v1&externalId=SCHDR_F0GBR04AFF&r=%2Ffund%2FSCHDR_F0GBR04AFF%2F&fundName=Schroder-International-Selection-Fund-UK-Equity-A-Distribution-GBP-AV

Tags:
sustainability uk equities ftse all share

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OTHER SHARE CLASSES OF THIS FUND

Schroder Sustainable UK Equity Fund Z Income GBP
Schroder Sustainable UK Equity Fund Z Income GBP Schroder Sustainable UK Equity Fund Z Income GBP Valor: 1562794
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Annual Return

-50%0%+50%

Risk level

110
1.20%GBP 1.77
Schroder Sustainable UK Equity Fund A Accumulation GBP
Schroder Sustainable UK Equity Fund A Accumulation GBP Schroder Sustainable UK Equity Fund A Accumulation GBP Valor: 1562787
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.20%GBP 3.28
Schroder Sustainable UK Equity Fund A Income GBP
Schroder Sustainable UK Equity Fund A Income GBP Schroder Sustainable UK Equity Fund A Income GBP Valor: 1562780
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.19%GBP 1.53
Schroder Sustainable UK Equity Fund C Income
Schroder Sustainable UK Equity Fund C Income Schroder Sustainable UK Equity Fund C Income Valor: 1562754
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.20%GBP 1.69
Schroder Sustainable UK Equity Fund C Accumulation
Schroder Sustainable UK Equity Fund C Accumulation Schroder Sustainable UK Equity Fund C Accumulation Valor: 1562767
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.20%GBP 3.62