The performance objective is to outperform the FTSE All Share index by 2-3% per annum (gross of fees) over rolling three to five year periods. The portfolio will invest across a broad range of UK companies in any sector, but with a selective focus on companies that have an attractive franchise and / or underlying assets, financial strength and flexibility, and with a management team with a strong track record. We weigh the merits of each company against the value in the share price on a variety of valuation measures. The portfolio may also invest in a wide range of investments including transferable securities, derivatives, cash, deposits, collective investment schemes, warrants and money market instruments.
GBX 258.11m as at 31-Dec-2012
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Schroder UK Equity Portfolio S2
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Change (Mid)
0.39 (0.62%)
21-May-2013
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29-Mar-2012
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Schroder UK Equity Portfolio S1
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Change (Mid)
0.47 (0.62%)
21-May-2013
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25-Oct-2006
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