Schroder Managed Wealth Portfolio Z Accumulation

Category GBP Flexible Allocation

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

Last buy/sell price

£1.011

arrow-down£-0.004 (-0.39%)

Fund Code

SZMWA

B84YNB5

GB00B84YNB54

Prices updated as at 16 Dec 2025

Prices in GBP

Investment objective

The Fund aims to achieve capital growth and income of inflation (as measured by the UK Consumer Price Index) plus 3.5% per annum (after fees have been deducted) over a five to seven year period by investing in a diversified range of assets and markets worldwide. 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 assets worldwide. Alternative assets may include funds that use absolute return strategies or funds that invest directly in real estate or indirectly in commodities. The Fund can invest up to 100% of its assets in collective investment schemes (including Schroder funds).

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

06 Sep 2004

Domicile

United Kingdom

UCITS

Yes

Lead manager

Charles Armstrong

Lead manager start date

01 Oct 2015

Lead fund manager biography

Charles Armstrong joined Cazenove Capital Management in 2001 having started his career with Buchler Phillips, Corporate Recovery, Restructuring Specialists. He is a Portfolio Director with responsibility for managing UK private client portfolios, private OEICs and inflation plus mandates which also includes the Schroder Managed Wealth Portfolio Fund. He is a member of the Investment Policy Committee, Portfolio Construction Committee and the Private Equity Committee. Charles is a Fellow of the Chartered Institute for Securities Investment.

Head office

1 London Wall Place

London

United Kingdom

EC2Y 5AU

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