Schroder Global Alpha Plus Fund Z Income

Buy/Sell Price  (as of 19/10/2017) £1.026   Day Change :  0.39%     Fund Code:  SZGAI 

Important documents Before investing please ensure that you have read the Fidelity Key Features Document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found by clicking on the 'Important documents' link.

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Simon joined Schroders in 1999, initially as a research analyst in the Global Technology Team. In 2001 he became a portfolio manager on the US Desk, specialising in technology and industrials. In 2002 he assumed analytical responsibilities for the US telecoms, media and software sectors. In 2004 he joined the Global and International Equities Team as a Global Sector Specialist and has covered multiple sectors including utilities, autos, telecoms and consumer discretionary. He became a portfolio manager for EAFE mandates in 2009 and has managed the Global Climate Change strategy since its launch in 2007. Simon is a CFA charterholder.
Investment HouseSchroder
Fund ProviderSchroder Unit Trusts Limited
ManagerSimon Webber   Biography

Fund Objective To provide capital growth through investment in equities and securities of companies worldwide. In order to achieve the objective the manager will invest in a select portfolio of securities which it believes offers potential for future growth and shall not be restricted by size, sector or region. Investment will be primarily in transferable securities. The fund may also invest in a wide range of investments including collective investment schemes, cash, deposits, derivatives, warrants and money market instruments.

Key Statistics

Fund Status
12-Month NAV High £1.03
12-Month NAV Low £0.87
Fund Comparative Index -
Morningstar CategoryTMGlobal Large-Cap Growth Equity
Dividend FrequencyYearly
Historic Yield0.57%

Annual Charges

Morningstar ratings

 as of  30/09/2017
Overall4 star
3 Years4 star
5 Years4 star
10 YearsN/A

One or more funds cannot be shown as they have less than one year of performance data.

Growth of £1000 Help

 as of  19/10/2017

Past Performance (%) Help

as of 

This Fund


Fund versus Morningstar Category
Important Information

The value of the fund and the income from it can go down as well as up so you may get back less than you invested. If your fund invests in overseas markets, changes in currency exchange rates may affect the value of your investment. If your fund invests in small and emerging markets, these can be more volatile than other more developed markets. Past performance is not a guide to future returns.
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.

 Some of the performance and risk data presented may start before the share class was launched. If so, the data prior to the launch date of the share class is based on the fund or share class that has similar or higher charges, in order to provide an indication of longer term performance and risk. Please refer to the launch date and performance start date in the fund factsheet to determine whether the data has been extended.Past Performance and Risk & Volatility figures are presented in British Pounds Sterling (GBP). Fund returns are calculated on a Nav to Nav or Bid to Bid basis with income reinvested either after tax (for UK-domiciled funds) or gross of tax (for offshore funds). Performance figures include the effect of the OCF/TER. To cover distribution costs a separate service fee is now also charged on most funds, which is not included in the past performance figures. Consequently the past performance of the fund may be less than that shown on the chart due to the effect of the service fee.

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