Quick Stats

Bid Price - Offer Price -
Mid Price GBX 107.59 Day Change GBX -0.19 (-0.18%)
Price Date 21 Jul 2017 Crown Rating
Shares Class Inc. Yield 3.05 %
Total Expense Ratio 0.69 Fund Size 867,359,300.00
Launch Date 03/02/2014 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.65 Sector IMA UK Equity Income
Min Investment (£) 2,500,000.00 Total Expense Ratio (%) 0.69
ISIN GB00BDZR8465 Min TopUp (£) 35,000.00

Fund Objective

The aim is to achieve capital growth.

Fund Managers

Andrew Brough
Andy is Co-Head of our Pan European Small and Mid Cap Team. His investment career commenced in 1987 when he joined Schroders as a UK equity fund manager, becoming Co-Head of our UK Small Cap Team in 2002. He joined Price Waterhouse in 1985, where he qualified as a Chartered Accountant. He holds a Degree in Economics.
David Docherty
David Docherty joined Schroders in 2013 when it acquired Cazenove, which he joined in 2000. He currently manages the Schroder UK Core Equity Fund. David has more than 24 years’ experience. Prior to Cazenove, he was a fund manager and chairman of the UK model portfolio committee at M&G and before that he managed UK Equity mandates at Gartmore and Lloyds Investment Managers. David has BA in History from Durham University and an MBA from Cranfield School of Management.