Schroder International Selection Fund Global Energy Z Distribution GBP AV

Category Sector Equity Energy

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£14.3227

arrow-up£0.017 (+0.12%)

Fund Code

SDEZI

BDGTTJ3

LU0969110765

Prices updated as at 12 Dec 2025

Prices in GBP

Investment objective

The Fund aims to provide capital growth in excess of the MSCI World SMID Energy index after fees have been deducted over a three to five year period by investing in equity and equity related securities of companies in the energy sector. The Fund is actively managed and invests at least two-thirds of its assets in a concentrated range of equities of small and mid-sized companies in the energy sector. These are companies which, at the time of purchase, are considered to be in the bottom 80% by market capitalisation of the energy sector. The Fund typically holds fewer than 50 companies.

Important notice: This product is based overseas and is not subject to UK sustainable investment labelling and disclosure requirements. Please refer to the FCA website which details further information in relation to sustainability disclosure requirements for retail clients.

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 Investment Management (Europe) S.A.

Fund launch date

30 Jun 2006

Domicile

Luxembourg

UCITS

Yes

Fund manager

Mark Lacey

Manager start date

09 Sep 2013

Fund manager biography

Mark Lacey is a Head of Commodities at Schroders, which involves being the fund manager for the Commodities strategy. Joined Schroders in 2013. In 2006 was ranked as No.1 energy investment specialist in the 2006 Thompson Extel Survey. He joined Schroders in 2013 and is based in London. Mark was a Portfolio Manager at Investec from 2000 to 2013, which involved managing the global energy funds. He was a Head of Global Energy at Goldman Sachs from 1996 to 2000, which involved managing energy funds.

Fund manager

Felix Odey

Manager start date

01 Jan 2021

Fund manager biography

Felix Odey is a is a Portfolio Manager at Schroders working on the Global Resource Equities Team. He is the Portfolio Manager on the Schroder Sustainable Food and Water, the Schroder Global Energy Fund and the Global Energy Transition Fund. Felix joined Schroders in 2016 as a graduate, following summer work placements with Egerton Capital. He initially started working in the Schroders’ ESG team, before joining the Global Energy Fund in 2017, and the Global Energy Transition upon its launch in 2019.

Head office

5, rue Höhenhof

Sennigerberg

Luxembourg

L-1736

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