Schroder Global Energy Transition

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Schroder Global Energy Transition Fund Class Q1 GBP Income

Category Sector Equity Alternative Energy


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This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£0.4441

arrow-down£-0.007 (-1.62%)

Fund Code

SZGQI

BF781D1

GB00BF781D16

Prices updated as at 17 May 2024
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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.

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 (%)

YearThis fundSector 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 238.97-2.31
31 Mar 23 - 31 Mar 24-20.32-18.25

Trailing returns (%)

YearThis fundSector Equity Alternative Energy
1 Day-1.62-1.03
1 Month6.296.56
3 Months3.883.61
6 Months6.255.35
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.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.