Schroder Global Equity Fund Z 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

£1.748

arrow-down£-0.023 (-1.30%)

Fund Code

SZGZI

BD8RLD3

GB00BD8RLD38

Prices updated as at 18 Dec 2025

Prices in GBP

Investment objective

The Fund aims to provide capital growth in excess of the MSCI World (Net Total Return) (GBP) 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 or equity related securities of companies worldwide. The Investment Manager seeks to identify companies that it believes will deliver future earnings growth above the level expected by the market typically on a 3-5 year horizon (this is referred to as ‘a positive growth gap’).

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 Jul 1988

Domicile

United Kingdom

UCITS

Yes

Lead manager

Alex Tedder

Lead manager start date

31 Oct 2014

Lead fund manager biography

Alex Tedder is Head and CIO of Global & US Large-Cap Equities at Schroders, He provides oversight of the Global/International team in London, as well as the US Large-Cap team in New York. The teams manage a range of strategies within a clearly defined growth framework. The process draws extensively on Schroders local research and there is close collaboration with other teams within the firm. He joined Schroders in 2014 and is based in London. Qualifications: MA in Economics and Business Administration University of Freiburg, Switzerland.

Head office

1 London Wall Place

London

United Kingdom

EC2Y 5AU

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