Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Schroder Prime UK Equity

Ranked 97 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Matt Bennison

Sue Noffke

Sue Noffke was born in Edinburgh in 1967 and graduated from Aston University with a BSc in business administration and biochemistry. She started her her investment career with Schroders in 1989 as a research analyst for insurance. Since 1993 she has been a UK equity fund manager and manages the Schroder Prime UK Equity Fund using a flexible approach to investing. Sue has been managing funds for over 18 years and is an Associate of the Institute of Investment Management and Research (IIMR). Outside of fund management she enjoys travelling, walking, hockey, cooking and spending time with her family.

Andy Simpson

Andy Simpson was born in Sedgefield, Co. Durham in 1962 and graduated with a degree in mathematics. He started his investment career at Schroders as a UK equity fund manager in 1989 and currently manages the Schroder Prime UK Equity Fund using a flexible investment approach. Andy is a fully qualified chartered accountant and has been managing funds for over 25 years. Outside of fund management he enjoys triathlons, golf and rugby.

Objective

To achieve total return through investment in UK and other companies. The emphasis of the Fund will be investment in UK companies. The Fund may also invest in companies headquartered or quoted outside the UK.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 97/255 Total Return
  • Rank 54/255 Standard Deviation
  • Rank 72/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.9%
2018 -8.6% -4.7% 9.0% -1.9% -10.3%
2017 12.2% 4.5% 1.9% 1.6% 3.7%
2016 17.3% 0.3% 2.5% 8.8% 4.8%
2015 -1.1% 5.1% -0.6% -8.5% 3.5%
2014 0.9% -2.8% 2.7% 0.8% 0.4%
2013 29.6% 10.9% 0.7% 7.4% 8.0%
2012 13.4% 6.4% -1.6% 3.2% 4.9%
2011 -8.5% 1.3% -0.3% -14.3% 5.7%
2010 19.8% 7.3% -9.4% 16.0% 6.3%
2009 29.9% -7.8% 11.2% 21.7% 4.1%
2008 -26.2% -9.8% -0.4% -10.5% -8.1%
2007 6.9% 3.9% 4.5% -2.9% 1.4%
2006 16.2% 9.2% -3.0% 3.7% 5.8%
2005 20.6% 3.8% 5.0% 7.2% 3.2%
2004 12.0% 0.6% 2.5% 2.5% 6.0%
2003 25.2% -6.6% 17.5% 4.2% 9.5%
2002 -24.2% 4.7% -10.9% -21.2% 3.3%
2001 -12.1% -8.8% 1.8% -13.9% 9.9%
2000 -3.9% -3.3% -1.7% 0.9% 0.3%
1999 21.5% 9.0% 2.8% -4.3% 13.3%
1998 8.6% 14.1% -2.2% -14.3% 13.5%
1997 12.9% -1.9%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 8.47%
BP PLC ORD 5.85%
GlaxoSmithKline PLC ORD 5.32%
British American Tobacco PLC ORD 3.91%
Lloyds Banking Group PLC ORD 3.74%
Rio Tinto PLC ORD 3.58%
AstraZeneca PLC ORD 3.41%
BHP Group PLC ORD 3.21%
Schroder Institutional UK Smaller Companies I Inc 3.14%
Tesco PLC ORD 3.08%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/05/1997
  • Share Class size84Mn
  • Base currencyGBP
  • ISIN GB0007870131

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0.00%

Related News

Schroders loses £1bn Omnis mandate to Franklin Templeton

Financial advice network Openwork has pulled more than £1 billion in UK equity assets from Schroders

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).