Schroder Global Alternative Energy

Select share classes

Schroder Global Alternative Energy Fund Class Z GBP Accumulation

Category Sector Equity Alternative Energy
Sustainability Focus


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

£0.4476

arrow-up£0.008 (+1.77%)

Fund Code

SZTZA

BF781K8

GB00BF781K82

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 companies worldwide that the investment manager assesses as making a positive contribution to the global transition to alternative, lower carbon sources of energy, such as companies involved in lower carbon energy production, distribution, storage, transport and the supply of related materials and technology. These are companies that either (1) generate at least 50% of their revenue from activities associated with the transition to alternative sources of energy; or (2) meet the investment manager’s criteria for performance of a ‘critical role’ in the transition to alternative sources of energy. The Fund is actively managed and invests at least 90% of its assets in a concentrated range of equity and equity related securities of companies worldwide that the investment manager assesses as making a positive contribution to the global transition to alternative sources of energy.

Annual charges

Product charges
0.95
0.37
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 18 Nov 2025pdf
Interim Report 30 Jun 2025pdf
Key Information Document / Technical Guide 26 Feb 2025pdf
SDR Consumer facing disclosure17 Feb 2025pdf
Annual Report 31 Dec 2024pdf
Please note that service charges will also apply. Read more about our fees.


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