Schroder Managed Wealth Portfolio S

Quick Stats

Bid Price GBX 59.52 Offer Price GBX 59.74
Mid Price - Day Change GBX -0.17 (-0.28%)
Price Date 19 Jan 2017 Crown Rating 2
Shares Class Inc. Yield 0.60 %
Total Expense Ratio 0.00 Fund Size 110,400,000.00
Launch Date 20/08/1990 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible No
Annual Management Charge (%) 0.00 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00BRJ2W433 Min TopUp (£) 0.00

Fund Objective

The fund's investment objective is to provide a total return primarily through investment in collective investment schemes as well as directly held transferable securities, derivatives, cash, deposits, warrants and money market instruments. The fund may also gain exposure to alternatives including hedge funds, private equity and property through investment in transferable securities which themselves invest in these asset classes.

Fund Managers

Kieron Launder
Kieron started his investment career in 1986 at Samuel Montagu & Co. His early career focussed on Proprietary Trading before starting in Wealth Management in 1995. After a total of 15 years at Citibank, and two years at Lazard, Kieron spent the last eight years at Rothschild Private Management before joining Schroders in September 2011. He has a BSc in Economics with Statistics from University College London.