Schroder UK Opportunities D Inc

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 47.46 Day Change GBX +0.06 (0.13%)
Price Date 9 Dec 2016 Crown Rating 1
Shares Class Inc. Yield 2.57 %
Total Expense Ratio 0.00 Fund Size 357,012,500.00
Launch Date 03/11/1989 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 150,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00B93QCM38 Min TopUp (£) 1,000,000.00

Fund Objective

The fund aims to provide capital growth and income. At least 80% of the fund will be invested in shares of large and medium-sized UK companies. The fund has no bias to any particular industry. The fund aims to take advantage of investment opportunities in varying market conditions. The fund follows an investment approach based around the business cycle, where the managers attempt to identify turning points in the cycle and then focus on the types of companies they believe will benefit from it. The fund may also invest in other financial instruments and hold cash on deposit. Derivatives may be used to reduce risk or manage the fund more efficiently.

Fund Managers

Matt Hudson
Matt Hudson is a member of the Cazenove Capital Pan-European Equity team at Schroders, with responsibility for equity income portfolios. Matt manages the Cazenove UK Equity Income Fund and the Equity Income Trust for Charities, a UK authorised Common Investment Fund. Matt joined Cazenove Capital in 2001 from AIB Govett Investment Management. Prior to this he was a chartered accountant at PriceWaterhouseCoopers. Matt graduated from Cambridge University with a degree in History. He has 14 years of investment experience.