Schroder Global Recovery Fund

Select share classes

Schroder Global Recovery Fund Z Accumulation GBP

A Select 50 Fund - Fidelity insight
Category Global Large-Cap Value Equity



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

£1.115

arrow-up£0.004 (+0.36%)

Fund Code

SZGRA

BYRJXL9

GB00BYRJXL91

Prices updated as at 26 Apr 2024
|
Prices in GBP

Investment objective
The Fund aims to provide capital growth in excess of the MSCI World (Net Total Return) Index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of companies worldwide which are considered to be undervalued relative to their long term earnings potential. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of companies worldwide that have suffered a set back in either share price or profitability, but where long term prospects are believed to be good.

Annual charges

Product charges
0.94
0.36
No
-
0.00
0.00
Minimum investment25.00

Documents

Document nameDate postedDownload
Fund Provider FactSheet 13 Apr 2024pdf
Key Information Document / Technical Guide 12 Feb 2024pdf
Interim Short Report 14 Aug 2023pdf
Annual Reports 01 Aug 2023pdf
Annual Short Report 01 Aug 2023pdf
Please note that service charges will also apply. Read more about our fees.

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.