Quick Stats

Bid Price - Offer Price -
Mid Price GBX 152.20 Day Change GBX 0.00 (0.00%)
Price Date 26 May 2016 Crown Rating 3
Shares Class Inc. Yield 0.00 %
Total Expense Ratio 1.00 Fund Size 16,039,930.55
Launch Date 19/01/2009 Standard Initial Charge (%) 4.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.00 Sector IMA UK Equity Income
Min Investment (£) 5,000.00 Total Expense Ratio (%) 1.00
ISIN GB00B3BLRZ64 Min TopUp (£) 500.00

Fund Objective

The Fund aims to achieve long-term capital growth by investing mainly in UK companies.

Fund Managers

Philip Matthews
Philip Matthews joined Schroders in October 2013 to take over management of the Schroder UK Alpha Plus Fund. At the beginning of 1999 Philip joined Jupiter's fund management department and has managed both retail and UK institutional portfolios since November 2001. Philip has managed the Jupiter Growth & Income Fund since April 2006 and was also the Deputy Fund Manager of Jupiter Income Trust. Prior to this Philip worked at Chesterton plc in the Residential Investment and Development Department. Philip Matthews studied at Cambridge University where he gained a degree in Modern & Medieval Languages.