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GB00BYQFJZ49

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Analysis and statistics

  • Open
    1.4791$
  • Previous Close
    1.4791$
  • 52 Week Change
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  • Day Range
    0.00$
  • 52 Week High/Low
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  • Dividend Per Share
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  • Market cap
    --$
  • EPS
    --
  • Beta
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  • Volume
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About

GB00BYQFJZ49 represents the Schroder Global Sustainable Value Equity Fund Z Acc EUR. This fund, domiciled in the United Kingdom, aims to provide capital growth over the long term by investing primarily in global equities that the investment manager believes are undervalued and demonstrate positive sustainability characteristics. The fund uses a bottom-up investment approach, selecting companies based on financial metrics and environmental, social, and governance (ESG) factors. The 'Z Acc EUR' share class indicates it is an accumulating share class denominated in Euros, meaning that income generated by the fund is reinvested rather than distributed to shareholders.
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Factors

Economic Conditions: Overall economic health impacts company earnings, influencing stock prices within the fund. Growth, inflation, interest rates, and unemployment play a role.

Market Sentiment: Investor confidence and risk appetite affect demand for the fund. Positive sentiment increases investment, driving up prices.

Sector Performance: The performance of sectors the fund invests in (e.g., technology, healthcare) directly impacts the fund's overall value. Strong sector growth leads to higher fund prices.

Fund Management: The fund manager's expertise in selecting and managing investments affects returns. Skillful management increases the fund's value.

Fund Expenses: Management fees, operating expenses, and transaction costs detract from returns, impacting the fund's price. Lower expenses generally lead to better performance.

Interest Rate: Higher interest rates can make bonds in the fund more valuable if the bond holdings consist of bonds issued prior to the rate hike.

Geopolitics: Political events and instability in regions where the fund invests can create uncertainty, lowering market sentiment and negatively affecting its prices.

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