Schroder UK Alpha Plus Fund L Accumulation GBP header image

Schroder UK Alpha Plus Fund L Accumulation GBP

Fund

ISIN GB00BDD2JB75 / Valor 22561700

NAV (2025-02-14)
GBP 0.80+0.55%

Schroder UK Alpha Plus Fund L Accumulation GBP
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General Objective

The fund aims to provide capital growth in excess of the FTSE All Share (Gross Total Return) Index over a 3 to 5 year period by investing in equities of UK companies.

Fund Exposure

The fund invests at least 80% of its assets in a concentrated range of equities of UK companies, typically holding 30 to 60 companies. The investment manager focuses on companies in which they have high conviction that the current share price does not reflect the future prospects for that business. The fund may also invest in companies outside the UK that derive a significant proportion of their revenues or profits from the UK.

Risks

The fund may be exposed to risks associated with investing in equities, including market risk, currency risk, and concentration risk due to its focused investment approach in UK companies. Additionally, the use of derivatives to reduce risk and manage the fund more efficiently may also introduce additional risks. Investors should carefully consider these risks before investing in the fund.

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Source

https://www.schroders.com/en-gb/uk/intermediary/fund-centre/?language=en&location=uk&channel=intermediary&clientId=schdr&clientVersion=v1&externalId=SCHDR_F00000MEXR&r=%2Ffund%2FSCHDR_F00000MEXR%2F&fundName=Schroder-UK-Alpha-Plus-Fund-Z-Income-GBP

Tags:
active management uk equities ftse all share investment association uk all companies

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OTHER SHARE CLASSES OF THIS FUND

Schroder UK Alpha Plus Fund L Income GBP
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110
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Schroder UK Alpha Plus Fund A Income GBP
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110
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Schroder UK Alpha Plus Fund Z Income GBP
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Annual Return

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110
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Schroder UK Alpha Plus Fund Z Accumulation GBP
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Schroder UK Alpha Plus Fund A Accumulation GBP
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Annual Return

-50%0%+50%

Risk level

110
0.57%GBP 2.47