Schroder European Sustainable Equity Fund (0P0000Y40Z.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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Schroder European Sustainable Equity Fund
1 London Wall Place
0800 182 2399
Management information
,Lead manager since 15 December 2021
Nicholette MacDonald-Brown is Head of the European Blend team and a European Equity Fund Manager. She manages a range of Pan European long only portfolios, including Schroder ISF European Sustainable Equity that she launched in 2018, as well as a long/short fund Schroder ISF European Market Neutral. Nicholette joined Schroders in 2011 and previously spent 11 years at Goldman Sachs. She was responsible for European industrial, utility, infrastructure and travel and leisure sectors for Goldman Sachs Investment Partners, a global multi asset class hedge fund. Earlier roles included research and portfolio management responsibilities for Global, EAFE and single country products, and Co-Head of Goldman’s UK and European Small Cap Equity Team. Qualifications: CFA Charterholder; BSc in Economics and Politics from Bristol University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familySchroder Unit Trusts Limited
Net assets32.75M
YTD return9.91%
Yield2.29%
Morningstar ratingN/A1
Inception date18 Feb 2013
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
Expense0P0000Y40Z.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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