Schroder Managed Wealth Portfolio S
|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|
|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|
|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|
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.
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.