Schroder UK Alpha Income Fund

Select share classes

Schroder UK Alpha Income Fund Z Accumulation GBP

Category UK Equity Income


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

£2.812

arrow-up£0.015 (+0.54%)

Fund Code

CXUEA

B7F32Y0

GB00B7F32Y08

Prices updated as at 28 Mar 2024
|
Prices in GBP

Investment objective
The Fund aims to provide income and capital growth 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. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of UK companies. These are companies that are incorporated, headquartered or have their principal business activities in the UK.

Fund statusOpen
Fund typeOpen Ended Investment Company
Fund managerSue Noffke, Matthew Bennison
2.81
2.54
Fund comparative indexFTSE AllSh TR GBP
UK Equity Income
-
0.75
0.21
0.00
UK Equity Income
No
Fund providerSchroder Unit Trusts Limited
Share class launch date03 Dec 2012
£63.88m
-
4.62
-
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.