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SCHRODER GLOBAL EQUITY I

Bestinvest LogoInvests worldwide in an unconstrained, focused portfolio of equities.

PRICE (INC)

1270p

PRICE (ACC)

-

INITIAL CHARGE

0%

ANNUAL MANAGEMENT CHARGE

0.5%

ONGOING CHARGE

0.52%

YIELD

1.1%

1 YEAR
4.70%
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Prices as at 29 Nov 2023.

We don’t currently provide commentary on this fund.

Past performance is not an indication of future performance.

Capital at risk.

The Fund aims to provide capital growth in excess of the MSCI World (Net Total Return) (GBP) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of companies worldwide. The Fund is actively managed and invests at least 80% of its assets in equity or equity related securities of companies worldwide. The Investment Manager seeks to identify companies that it believes will deliver future earnings growth above the level expected by the market typically on a 3-5 year horizon (this is referred to as ‘a positive growth gap’).

Fund summary

SectorGlobal
StructureUNIT TRUST
LaunchedMay 1989
Size£1,393m
Yield1.1%
Dividends paidFebruary, December

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.5%
Ongoing Charges Figure0.52%

Investment Process

The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.

Past performance is not a guide to future performance. View full risk warning