Schroder Sustainable Future Multi Asset Fund

Select share classes

Schroder Sustainable Future Multi-Asset Fund Z Income GBP

Category GBP Flexible Allocation


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

£0.763

arrow-up£0.001 (+0.08%)

Fund Code

SZDYI

B2Q1N90

GB00B2Q1N909

Prices updated as at 28 Mar 2024
|
Prices in GBP

Investment objective
The Fund aims to provide capital growth and income of the ICE BofA Sterling 3-Month Government Bill Index plus 3.5% per annum (before fees have been deducted) over a five to seven year period by investing in a diversified range of assets and markets worldwide which meet the Investment Manager’s sustainability criteria. The Fund is actively managed and invests its assets directly, or indirectly through collective investment schemes, exchange traded funds, real estate investment trusts or closed ended funds, in equity and equity related securities, fixed and floating rate securities and alternative asset classes worldwide (including emerging markets and less developed markets). Alternative assets may include funds that use absolute return strategies or funds that invest indirectly in real estate, private equity and commodities. The weightings of these holdings are adjusted in response to changing market conditions.

Fund statusOpen
Fund typeUnit Trust
Fund managerJohanna Kyrklund, Remi Olu-Pitan
0.76
0.69
Fund comparative indexICE BofA Sterling 3-M Gov Bl+3.5% TR GBP
Mixed Investment 20-60% Shares
-
0.31
0.26
0.00
GBP Flexible Allocation
No
Fund providerSchroder Unit Trusts Limited
Share class launch date02 May 2008
£923.98m
-
1.68
-
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

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