Schroder Global Equity Income Z Acc

Citicode
0HCZ
Launch Date
08-11-2011
Fund Size
£295,676,013
Yield
4.62%
Ongoing Charge
0.95%
Fund Managers
Liam Nunn
Simon Adler
Benchmark: IA: Global Equity Income
Investment
Schroder Global Equity Income Z Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The fund aims to provide income and capital growth in excess of the MSCI World (Net Total Return) index (after fees have been deducted) over a 3 to 5 year period by investing in equities of companies worldwide.

Top 10 Holdings

Asset Class

Fund Manager

Liam Nunn

Start Date

30-03-2020

Bio

Liam joined Old Mutual Global Investors in 2015 and is manager of the Old Mutual European Equity (ex UK) Fund. He started his career at Premier Asset management before joining Schroders in August 2011. At Schroders, he was a member of the Pan-European core large cap team, having previously been part of the highly successful UK equity desk. Liam graduated from Durham University with first class honours in philosophy, politics and economics.

Fund Manager

Simon Adler

Start Date

27-03-2018

Bio

Simon Adler joined Schroders in 2008 as an analyst in the UK equity team, ultimately analysing the Media, Transport, Leisure, Chemicals and Utility sectors. In 2014 I moved into a fund management role and have had experience managing Global ESG and Pan-European funds. I joined the Value investment team in July 2016 to focus on UK institutional and ethical-value portfolios.

Data source:

All financial data is supplied by FE

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