Schroder Global Healthcare Fund Z Income GBP

Category Sector Equity Healthcare

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

Last buy/sell price

£2.659

arrow-down£-0.001 (-0.04%)

Fund Code

SZMDI

B76V7R1

GB00B76V7R15

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The Fund aims to provide capital growth by investing in equity and equity related securities of healthcare and medical related companies worldwide. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of companies worldwide, which are engaged in healthcare provision, medical services and related products.

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 performance (%)

Year	This fund	Sector Equity Healthcare
30 Sep 14 - 30 Sep 15	7.16	9.45
30 Sep 15 - 30 Sep 16	22.45	20.73
30 Sep 16 - 30 Sep 17	8.87	7.64
30 Sep 17 - 30 Sep 18	18.01	15.16
30 Sep 18 - 30 Sep 19	3.52	-0.59
30 Sep 19 - 30 Sep 20	26.91	18.94
30 Sep 20 - 30 Sep 21	14.74	11.21
30 Sep 21 - 30 Sep 22	1.97	-6.01
30 Sep 22 - 30 Sep 23	0.90	-2.26
30 Sep 23 - 30 Sep 24	8.94	7.32
30 Sep 24 - 30 Sep 25	-9.53	-3.58

Trailing returns (%)

Year	This fund	Sector Equity Healthcare
1 Day	-0.04	0.50
1 Month	1.30	-0.08
3 Months	12.91	10.64
6 Months	15.11	14.55
1 Year	6.07	6.15
3 Years annualised	4.53	1.89
5 Years annualised	4.96	3.21

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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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