Schroder UK Alpha Plus Fund Z Accumulation GBP
Category UK Large-Cap Equity
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price
£0.9937
£0.008 (+0.81%)
Fund Code
SCUAZ
B5L33N6
GB00B5L33N61
Prices updated as at 23 Apr 2024
Prices in GBP
Investment objective
The Fund aims to provide 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 a concentrated range of equity and equity related securities of UK companies. These are companies that are incorporated, headquartered or have their principal business activities in the UK. The Fund typically holds 30 to 60 companies.
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.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
| Fund status | Open |
| Fund type | Unit Trust |
| Fund manager | Bill Casey, Nick Kissack |
| 1.04 | |
| 0.9 | |
| Fund comparative index | FTSE AllSh TR GBP |
| UK All Companies | |
| - | |
| 0.80 | |
| 0.21 | |
| 0.00 | |
| UK Large-Cap Equity | |
| No | |
| Fund provider | Schroder Unit Trusts Limited |
| Share class launch date | 11 May 2011 |
| £687.41m | |
| - | |
| 1.59 | |
| - | |
| 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.
