Schroder Global Energy Transition Fund Class Q1 GBP Income
Category Sector Equity Alternative Energy
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.4441
£-0.007 (-1.62%)
Fund Code
SZGQI
BF781D1
GB00BF781D16
Prices updated as at 17 May 2024
Prices in GBP
Investment objective
The Fund aims to provide capital growth by investing in equity and equity related securities of companies worldwide that are associated with the global transition towards lower carbon sources of energy and which meet the Investment Manager’s sustainability criteria. The Fund is actively managed and invests at least 80% of its assets in a concentrated range of equity and equity related securities of companies worldwide which meet the Investment Manager’s sustainability criteria. These are companies that contribute to the global transition towards lower carbon sources of energy, such as lower carbon energy production, distribution, storage, transport and associated supply chain material providers and technology companies. The Fund will only invest in companies that generate at least 50% of their revenue from activities contributing to the transition, or those which play critical roles in the transition and are increasing their exposure to such activities.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Growth of 1,000 as of 20 May 2024, 03:05
Trailing returns (%) as of 20 May 2024, 03:05
No data available
Annual performance (%)
Year | This fund | Sector Equity Alternative Energy |
---|---|---|
31 Mar 13 - 31 Mar 14 | - | - |
31 Mar 14 - 31 Mar 15 | - | - |
31 Mar 15 - 31 Mar 16 | - | - |
31 Mar 16 - 31 Mar 17 | - | - |
31 Mar 17 - 31 Mar 18 | - | - |
31 Mar 18 - 31 Mar 19 | - | - |
31 Mar 19 - 31 Mar 20 | - | - |
31 Mar 20 - 31 Mar 21 | - | - |
31 Mar 21 - 31 Mar 22 | -4.44 | -0.76 |
31 Mar 22 - 31 Mar 23 | 8.97 | -2.31 |
31 Mar 23 - 31 Mar 24 | -20.32 | -18.25 |
Trailing returns (%)
Year | This fund | Sector Equity Alternative Energy |
---|---|---|
1 Day | -1.62 | -1.03 |
1 Month | 6.29 | 6.56 |
3 Months | 3.88 | 3.61 |
6 Months | 6.25 | 5.35 |
1 Year | -16.24 | -11.72 |
3 Years annualised | -2.61 | -4.54 |
5 Years annualised | - | - |
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.