Schroders Personal Wealth Multi-Manager Global Real Estate Securities B GBP Acc

Category Property - Indirect Global
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Last buy/sell price

£1.879

arrow-down£-0.006 (-0.32%)

Fund Code

B14RFZ3

GB00B14RFZ35

Prices updated as at 26 Apr 2024
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Prices in GBP
Investment objective
The Fund aims to provide income and capital growth in excess of the MSCI World Investable Market Core Real Estate (Net Total Return) index (after fees have been deducted) over five to seven years by investing in property securities worldwide. The Fund is actively managed and invests at least 90% of its assets in equity or equity related securities of real estate companies worldwide. This includes investment in real estate investment trusts, exchange traded funds, or other closed ended funds which invest in real estate companies.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Annual charges

Product charges
1.08
0.19
No
-
-
-
Minimum investment-

Documents

Document nameDate postedDownload
Fund Provider FactSheet 19 Mar 2024pdf
Key Information Document / Technical Guide 06 Feb 2024pdf
Annual Reports 30 Sep 2023pdf
Annual Short Report 30 Sep 2023pdf
Interim Short Report 01 Aug 2023pdf
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Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.