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SCHRODER ISF EUROPEAN EQUITY YIELD A DIS GBP - Fund overview

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Overview of SCHRODER ISF EUROPEAN EQUITY YIELD A DIS GBP

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. SCHRODER ISF EUROPEAN EQUITY YIELD A DIS GBP does not fall into either of these categories at present.

Standard Initial Charge

No data available.

Fund summary

Sector  Europe Including UK
Product type  OFFSHORE FUND
Launched  February, 2006
Size  £31m
Yield 2.7%
Charging basis  –
Dividends paid  –
Bid price 688.00p

Fund Charges

Standard Initial charge
Initial charge via Bestinvest
Additional bid/offer spread 4.97%
Annual management charge 1.50%
Total expense ratio 1.50%
Reduction in yield (10yr) 2.00%

Bestinvest says


No information available.

Portfolio

schroder isf european equity yield a dis gbp asset allocation illustration
Allocation Proportion
Equity 89%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 11%
schroder isf european equity yield a dis gbp equity geographic illustration
Allocation Proportion
UK 34%
Europe 66%
Nth America
Japan
Pacific
Other Equity
schroder isf european equity yield a dis gbp equity capitalisation illustration
Allocation Proportion
Large Caps 73%
Mid Caps 27%
Small Caps 0%

Investment process


The objective is to provide a total return primarily through investment in equity and equity related securities of European companies which offer attractive yields and sustainable dividend payments.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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