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See Schroder Core UK Equity fund as a life fund
See underlying Schroder Core UK Equity fund

L&G Schroder Core UK Equity Pn

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The fund aims to achieve long term capital and income growth through investment primarily in the United Kingdom. Investments will be made predominantly in UK equities, fixed interest and other securities.

Fund Manager ( Underlying )

David Docherty




Primary Asset Class

Fund Size

GBX 0.42m as at 30-Nov-2014

Downloads ( Underlying )

Unit Name

L&G Schroder Core UK Equity Pn G25





Initial Charge


Unit Currency




Annual Charge



GBX 138.02


GBX 138.02

Change (Offer)

2.63 (1.94%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund -8.23 -7.73 -8.82 -4.85 32.30 40.89
Sector -1.07 -2.61 -1.38 1.74 45.38 59.51

Discrete Performance (%)

  2013 2012 2011 2010 2009
Fund 23.66 15.11 -8.75 15.95 25.53
Sector 24.16 15.44 -6.83 17.53 29.62

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 99.15
Emirian Equities 0.56
Cash 0.29

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
United Kingdom 99.15
UAE 0.56
Cash 0.29

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Financials 21.40
Oil & Gas 15.15
Industrials 13.19
Consumer Goods 11.91
Basic Materials 11.76
Consumer Services 11.57
Health Care 6.47
Telecommunications 5.23
Technology 1.94
Utilities 1.09
Cash 0.29

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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