Schroder QEP Global Core Fund A Income GBP

Category Global Large-Cap Blend Equity

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

Last buy/sell price

£2.382

arrow-up£0.005 (+0.21%)

Fund Code

SZQCI

B53G9Z7

GB00B53G9Z70

Prices updated as at 08 May 2026

Prices in GBP

Investment objective

The Fund aims to provide capital growth and income in excess of the MSCI World (Net Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of companies worldwide. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of companies worldwide. The Fund focuses on companies that have certain “Value” and/or “Quality” characteristics. "Value" is assessed by looking at indicators such as cash flows, dividends and earnings to identify securities which the Investment Manager believes are undervalued by the market. "Quality" is assessed by looking at indicators such as a company's profitability, stability and financial strength.

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.

Company name

Schroder Unit Trusts Limited

Fund launch date

24 May 1989

Domicile

United Kingdom

UCITS

Yes

Lead manager

Lukas Kamblevicius

Lead manager start date

01 Apr 2022

Lead fund manager biography

Lukas joined the QEP Investment Team in 2017. Prior to this Lukas spent ten years with State Street Global Advisors where he was a Senior Portfolio Manager, focusing on absolute return and benchmark agnostic equity strategies. Lukas’ investment career commenced in 2005. He holds a BA (Hons) in Business Administration from the International University Concordia Audentes, Estonia, and an MSc (Merit) in Investments from the University of Birmingham. He is also a CFA Charterholder.

Head office

1 London Wall Place

London

United Kingdom

EC2Y 5AU

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