Schroder Sustainable UK Equity Fund

Select share classes

Schroder Sustainable UK Equity Fund Z Income GBP

Category UK Flex-Cap Equity


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

£1.795

arrow-up£0.002 (+0.11%)

Fund Code

CZGIX

3231261

GB0032312612

Prices updated as at 27 Mar 2024
|
Prices in GBP

Investment objective
The Fund aims to provide capital growth and income in excess of the FTSE All Share (Gross Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of UK companies 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 UK companies which meet the Investment Manager’s sustainability criteria. These are companies that are incorporated, headquartered or have their principal business activities in the UK. The Fund maintains a higher overall sustainability score than the FTSE All Share (Gross Total Return) index, based on the Investment Manager’s rating system.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerMatthew Bennison
1.94
1.65
Fund comparative indexFTSE AllSh TR GBP
UK All Companies
-
0.87
0.22
0.00
UK Flex-Cap Equity
No
Fund providerSchroder Unit Trusts Limited
Share class launch date31 Dec 2002
£40.58m
-
3.34
-
Semi-Annually
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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.