Schroder Strategic Beta I

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 54.77 Day Change GBX +0.04 (0.07%)
Price Date 24 Oct 2016 Crown Rating
Shares Class Inc. Yield 1.75 %
Total Expense Ratio 0.00 Fund Size 8,700,800.00
Launch Date 27/11/2013 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.30 Sector IMA UK Equity Income
Min Investment (£) 1,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B8H60395 Min TopUp (£) 100,000.00

Fund Managers

Ugo Montrucchio
Multi-Asset Portfolio Manager Joined Schroders in December 2013 and is based in London. Ugo is a portfolio manager for the Strategic Beta portfolios and member of the European portfolio management team. He is also a member of the Credit risk premia research team. Prior to joining Schroders, Ugo worked as a Director at BlackRock from 2007 (formerly Barclays Global Investors) where he was the lead portfolio manager specialising in diversified growth and risk parity strategies. He joined as a research associate in 2006 in the Liability Driven Investment (LDI) Team. Prior to this, Ugo worked as a fixed income investment analyst at Barings Asset Management from 2004 to 2006. He was the joint portfolio manager specialising in a bespoke cash-based LDI strategy. Ugo’s career commenced in 2000 at Barra International Ltd, where he worked as a consultant to portfolio/risk managers CFA and CAIA Charterholder BSc in Economics, Turin (Italy); MSc Finance, Greenwich (UK)