Schroder High Yield Opportunities Fund Z Income GBP

Schroder High Yield Opportunities Fund Z Income GBP
Schroder Unit Trusts Limited
Unit Trust
£ High Yield
0.72 %
Risk Rating
3 Year Sharpe
3 Year Alpha
6.6 %
IA £ High Yield
The Fund aims to provide income and capital growth of between 4.5% and 6.5% per annum (after fees have been deducted) over a three to five year period by investing in fixed and floating rate securities worldwide. This cannot be guaranteed and your capital is at risk. The Fund is actively managed and invests at least 80% of its assets in fixed and floating rate securities (denominated in or hedged back into Sterling) issued by governments, government agencies, supra-nationals and companies worldwide.
Holding %
LHC3 PLC 4.12% 2.25 %
AlmavivA S.p.A. 7.25% 2.03 %
Heimstaden Bostad AB 3.25% 1.99 %
Banca Ifis 4.5% 1.92 %
Phoenix Group Holdings 6.62% 1.70 %
Aryzta Euro Finance Designated Activity Company 4.5% 1.57 %
Metro Bank Plc 5.5% 1.54 %
Virgin Media Receivables Financing I DAC 5.5% 1.54 %
Anglian Water (Osprey) Financing Plc 4% 1.54 %
Sainsburys Bank Plc 6% 1.52 %
Schroder Unit Trusts Limited
EC2Y 5AU, London, United Kingdom
Legal Structure
Unit Trust


Daniel Pearson
Joined 09/17/2018

Daniel Pearson is a Credit Portfolio Manager who Joined Schroders from Cazenove in 2013. He has a focus on IG and HY auto, Business Services and Property sectors. Qualifications: BSc Business Administration from Bath University, ACCA and IMC.

Data provided by Morningstar.

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