Schroder ISF Global Energy C Distribution GBP


Buy/Sell Price  (as of 28/09/2016) £11.8961   Day Change :  -1.28%     Fund Code:  SCGLI 

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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Biography

John Coyle Portfolio Manager and Advisor to the Global and International Equities team Joined Schroders in 2003 Investment career commenced in 1994 Currently fund manager of both Schroder ISF Global Energy and Schroder ISF Small Cap Energy. In addition, John also provides primary research input on the energy sector to Schroders UK and US equity teams, as well as advisory work for the European equities team. Johns work as Global Sector Specialist on the Global and International Equities team has transitioned to an advisory capacity to free up time to dedicate to the management of the energy funds. He is based in London. John joined from AXA Investment Managers, where he worked from 1998 as a global energy analyst. He was ranked number two buy-side analyst (all sectors) and number one energy analyst in the 2001 Extel European Equities survey. Prior to this, John worked in the European Equities team at Scottish Equitable from 1994, initially as a junior fund manager. Promoted to senior fund manager in 1996 Institute of Investment Management and Research (IIMR) qualified. Member of the CFA Society of the UK (CFA UK) Degree in Economics, Strathclyde University

Biography

Mark Lacey Global Energy, Co-Portfolio Manager Joined Schroders in 2013 Investment career commenced in 1996 Currently Co-Portfolio Manager of the Global Energy Fund and Global Small Cap Energy Fund, working alongside portfolio manager John Coyle. Based in London. Mark joined Schroders from Mercuria Global Energy Solutions, a commodities trader for which he was hired to set up a global asset management business. Prior to this Mark was responsible for managing Investecs highly-rated global energy portfolios from 2008. Previously, Mark co-headed the global energy team at Goldman Sachs. During this time he ranked as number one energy specialist in the 2006 Thompson Extel Survey and co-authored the top 180 projects report which he presented to OPEC, the IEA and World Bank. Prior to this, Mark worked as an energy sector specialist for JP Morgan in 2002. Marks career started at Credit Suisse Asset Management in 1996 as an energy investor in roles based in London, New York and Sydney. BA (Hons) Business Studies from Nottingham Trent University
Investment HouseSchroders
Fund ProviderSchroder Investment Management Lux S.A.
ManagerJohn Coyle   Biography
ManagerMark Lacey   Biography

Fund Objective The fund aims to provide capital growth.

Key Statistics

Fund Status
Fund TypeOFFSHORE
ISINLU0355356832
12-Month NAV High £12.95
12-Month NAV Low £7.23
Fund Comparative IndexMSCI World/Energy NR USD
Morningstar CategoryTMSector Equity Energy
Dividend FrequencyYearly
Historic Yield0.28%

Annual Charges

Morningstar ratings

 as of  31/08/2016
Overall1 star
3 Years1 star
5 Years1 star
10 YearsN/A

Growth of £1000 Help

 as of  28/09/2016

Past Performance (%) Help

as of 

This Fund

     
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Fund versus Morningstar Category

     
-8.61-6.1310.68-13.04-11.92
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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