Schroder The Growth Trust For Chari

Quick Stats

Bid Price GBX 127.00 Offer Price GBX 127.30
Mid Price - Day Change GBX -3.50 (-2.68%)
Price Date 31 Mar 2016 Crown Rating 1
Shares Class Inc. Yield 4.50 %
Total Expense Ratio 0.66 Fund Size 3,051,700.00
Launch Date 31/10/1997 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.50 Sector IMA UK Equity Income
Min Investment (£) 10,000.00 Total Expense Ratio (%) 0.66
ISIN GB0001692689 Min TopUp (£) 1,000.00

Fund Objective

The Growth Trust for Charities aims to protect and enhance the capital value of its units by investing primarily in UK companies identified by the Manager as having above average growth prospects. In seeking to achieve this objective, the Trust will target a total return ahead of the FTSE All Share Index over rolling five-year periods.

Fund Managers

David Docherty
David Docherty joined Cazenove in 2000. He is a member of the pan-European equity team and manager of the Morningstar OBSR Bronze-rated Cazenove UK Growth & Income Fund and The Growth Trust for Charities, a Charity Commission authorised Common Investment Fund. David joined from M&G Investment Management where he was a fund manager and chairman of the UK model portfolio committee. David graduated from Durham University with a degree in History and gained an MBA from Cranfield School of Management. David is a Director of Cazenove Capital and has 24 years’ investment experience.