Schroder Managed Wealth Portfolio S

Quick Stats

Bid Price GBX 60.18 Offer Price GBX 60.38
Mid Price - Day Change GBX +0.01 (0.02%)
Price Date 23 Feb 2017 Crown Rating 3
Shares Class Inc. Yield 1.11 %
Total Expense Ratio 0.00 Fund Size 129,063,200.00
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

Charles Armstrong
Charles Armstrong joined Schroder in 2001 and he is a Portfolio Director with responsibility for managing UK private client portfolios, private OEIC’s and inflation plus mandates. He is a member of the Investment Policy Committee, Portfolio Construction Committee and the Private Equity Committees. Charles is a member of the Chartered Institute for Securities & Investment and has 14 years' investment experience.