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Schroder UK Alpha Plus

Ranked 76 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The fund's investment objective is to provide capital growth through investment in UK and other companies. In order to achieve the objective the manager will invest in a focused portfolio of securities. The emphasis of the fund will be investment in UK companies. The fund may also invest in companies headquartered or quoted outside the UK where those companies have material or critical operations within, or derive significant business from the UK. Fixed interest securities may be included in the portfolio. Investment will be in directly held transferable securities. The fund may also invest in collective investment schemes, warrants and money market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 76/255 Total Return
  • Rank 128/255 Standard Deviation
  • Rank 102/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.4%
2018 -11.2% -7.9% 10.4% -0.5% -12.3%
2017 8.7% 2.7% 0.3% 1.3% 4.2%
2016 11.9% -0.5% -1.5% 8.8% 4.9%
2015 2.4% 4.2% 0.6% -7.3% 5.4%
2014 -1.4% -1.5% 0.8% -0.8% 0.1%
2013 28.1% 10.1% 1.7% 7.2% 6.9%
2012 22.7% 11.5% -5.6% 6.4% 9.6%
2011 -9.9% 0.6% 1.5% -14.8% 3.4%
2010 21.3% 9.9% -11.0% 15.5% 7.5%
2009 50.4% -3.2% 22.0% 26.4% 0.8%
2008 -36.4% -9.8% -0.5% -15.2% -16.4%
2007 7.0% 3.9% 6.7% -1.4% -2.1%
2006 23.3% 14.1% -1.3% 2.3% 7.0%
2005 28.0% 4.2% 3.9% 9.1% 8.4%
2004 7.6% 4.3% 0.2% -4.6% 7.9%
2003 33.9% -5.9% 20.0% 8.1% 9.6%
2002 -10.8% 7.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
BP PLC ORD 8.65%
GlaxoSmithKline PLC ORD 7.37%
Royal Dutch Shell Plc B ORD 7.36%
Lloyds Banking Group PLC ORD 4.80%
Reckitt Benckiser Group PLC ORD 3.95%
Tesco PLC ORD 3.82%
Relx PLC ORD 3.79%
Unilever PLC ORD 3.11%
Prudential PLC ORD 2.77%
BHP Group PLC ORD 2.53%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/06/2002
  • Share Class size300Mn
  • Base currencyGBP
  • ISIN GB0031440133

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).