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Schroder UK Alpha Income A Income

Ranked 94 out of 111 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Matthew Hudson

Matthew Hudson was born in 1970 and attended Cambridge University where he graduated with a degree in History. He joined Cazenove in 2001 and is a member of the pan-European equity team with responsibility for income/growth portfolios. Matthew joined from AIB Govett Investment Management where he was a UK equity fund manager. Prior to this he was a chartered accountant at PriceWaterhouseCoopers in the financial services division. Matthew has 10 years of investment experience. Outside of fund management, he enjoys shooting and rugby.

Objective

The Fund aims to provide a high level of income together with long term capital growth by investing predominantly in United Kingdom equities.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.6%
2018 -16.4% -8.5% 7.3% -3.4% -11.9%
2017 11.7% 4.8% 3.2% -0.7% 4.0%
2016 7.1% -1.0% -1.7% 7.4% 2.5%
2015 4.7% 7.6% -1.3% -5.5% 4.4%
2014 1.7% -0.4% 0.6% -1.8% 3.2%
2013 29.4% 13.4% 1.1% 6.0% 6.5%
2012 21.0% 11.1% -2.7% 6.9% 4.7%
2011 1.5% 1.3% 2.9% -10.0% 8.1%
2010 18.0% 7.2% -9.8% 12.8% 8.1%
2009 21.6% -13.5% 11.9% 24.4% 0.9%
2008 -25.5% -10.9% -3.5% -10.8% -2.8%
2007 3.8% 1.9% 1.7% -1.5% 1.6%
2006 17.3% 7.5% -2.0% 4.7% 6.3%
2005 5.7% 3.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 6.67%
BP PLC ORD 6.39%
Lloyds Banking Group PLC ORD 5.58%
Royal Dutch Shell Plc B ORD 4.95%
British American Tobacco PLC ORD 4.85%
BHP Group PLC ORD 4.82%
Tesco PLC ORD 4.20%
Relx PLC ORD 3.97%
HSBC Holdings PLC ORD 3.02%
Direct Line Insurance Group PLC ORD 2.78%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/05/2005
  • Share Class size08Mn
  • Base currencyGBP
  • ISIN GB00B073JG03

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0.00%

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