Schroder UK Opportunities Z Accumulation

Name
Schroder UK Opportunities Z Accumulation
Manager
Schroder Unit Trusts Limited
Type
Open Ended Investment Company
ISIN
GB0007218398
Sector
UK All Companies
Launched
06/05/1999
OCF
0.92 %
Risk Rating
2
3 Year Sharpe
0.73
3 Year Alpha
-0.50
Yield
2.2 %
Benchmark
FTSE AllSh TR GBP
The OMW Schroder UK Opportunities fund invests solely in the Schroder UK Opportunities fund, a sub-fund of Schroder Investment Fund Company, a UK authorised Open Ended Investment Company, managed by Schroder Unit Trusts Limited. The underlying fund aims to achieve capital growth and income by investing in equity and equity related securities of companies in the UK. The underlying fund invests at least 80% of its assets in a concentrated range of equity and equity related securities of UK companies. The underlying fund invests into a relatively small number of assets, or into individual countries or a specific market sector. Such concentrated portfolios give rise to more risk than where investments are spread across a larger number of assets, countries or market sectors. The underlying fund may be denominated in or hold assets in a currency other than Sterling. The performance of the fund may therefore rise and fall as a result of exchange rate fluctuations.
Name
Schroder Unit Trusts Limited
Address
EC2V 7QA, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Matt Hudson
Joined 09/08/2014

Matthew Hudson is a UK Equity Fund Manager at Schroders, responsible for the Schroder UK Alpha Income Fund, the Equity Income Trust for Charities, Schroder UK Opportunities Fund and the Schroder International Selection Fund UK Opportunities. Matt became Head of the Business Cycle team in 2014. He joined Schroders in 2013 and is based in London. Matthew was a UK Equity Fund Manager at Cazenove Capital Management from 2001 to 2013, responsible for income portfolios which he continued to manage when Cazenove was acquired by Schroders in 2013. He was a Fund Manager at AIB Govett from 1999 to 2001, which involved. Qualifications: Chartered Accountant; BA in History from Cambridge University.

Data provided by Morningstar.

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