Schroders Personal Wealth Multi-Manager Global Real Estate Securities B GBP Acc
Category Property - Indirect Global
Last buy/sell price
£1.935
£0.00 (+0.00%)
Fund Code
B14RFZ3
GB00B14RFZ35
Prices updated as at 27 Mar 2024
Prices in GBP
Investment objective
The Fund aims to provide income and capital growth in excess of the MSCI World Investable Market Core Real Estate (Net Total Return) index (after fees have been deducted) over five to seven years by investing in property securities worldwide. The Fund is actively managed and invests at least 90% of its assets in equity or equity related securities of real estate companies worldwide. This includes investment in real estate investment trusts, exchange traded funds, or other closed ended funds which invest in real estate 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 | Open Ended Investment Company |
Fund manager | Robin McDonald |
1.98 | |
1.69 | |
Fund comparative index | MSCI World IMI Core Real Estate NR GBP |
Property Other | |
- | |
1.09 | |
0.28 | |
- | |
Property - Indirect Global | |
No | |
Fund provider | Scottish Widows Schroder Personal Wealth (ACD) Limited |
Share class launch date | 11 Dec 2013 |
£540.08m | |
- | |
- | |
- | |
Quarterly |
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.