Schroder Sustainable Future Multi-Asset Fund Z Income GBP

Category GBP Flexible Allocation

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£0.8493

arrow-up£0.004 (+0.41%)

Fund Code

SZDYI

B2Q1N90

GB00B2Q1N909

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The Fund aims to provide capital growth and income of the ICE BofA Sterling 3-Month Government Bill Index plus 3.5% per annum (before fees have been deducted) over a five to seven year period by investing in a diversified range of assets and markets worldwide which the Investment Manager deems to be low carbon investments or decarbonising investments. The Fund is actively managed and invests its assets directly, or indirectly through collective investment schemes, exchange traded funds, real estate investment trusts or closed ended funds, in equity and equity related securities, fixed and floating rate securities and alternative asset classes worldwide (including emerging markets and less developed markets).

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , SDR Consumer facing disclosure, 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
	0.30
	0.26
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Fund Provider FactSheet	18 Nov 2025	pdf
Key Information Document / Technical Guide	02 Sep 2025	pdf
Interim Report	30 Apr 2025	pdf
SDR Consumer facing disclosure	01 Apr 2025	pdf
Annual Report	31 Oct 2024	pdf

Please note that service charges will also apply. Read more about our fees.

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and 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.

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