Spot the Dog: £8.6bn of Schroders-managed funds underperforming

Global equity struggles

James Baxter-Derrington
clock • 3 min read

Schroders-managed funds comprise the largest group of underperforming products by both assets under management and tally, according to Bestinvest’s biannual Spot the Dog report.

While the largest of the five Schroders own-brand funds stands at £348m (Schroders UK Equity), management of both Scottish Widows and HBOS funds propel the group to the top of the table. The £3.8bn and £1.9bn HBOS UK Growth and UK Equity Income funds are a particularly bitter pill for the group to swallow, having not left the Spot the Dog list once since Schroders took them on in 2018. Scottish Widows Pacific Growth and American Growth have finally left the list, however the two departures were replaced with four arrivals. Mainstays UK Growth and UK Equity Income return to the list af...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Talking with… Rathbones Asset Management's James Thomson

Talking with… Rathbones Asset Management's James Thomson

The series continues as Richard Romer-Lee chats to James Thomson

Richard Romer-Lee
clock 14 April 2025 • 4 min read
Neil Woodford teases 'active strategy' platform launch

Neil Woodford teases 'active strategy' platform launch

Last year's newsletter was first step back into financial services

Cristian Angeloni
clock 14 April 2025 • 2 min read
A timely reminder that gilts tend to be more stable than equities

A timely reminder that gilts tend to be more stable than equities

'Two useful rules for those seeking to allocate some of their retirement savings into UK gilts'

Adrian Boulding
clock 14 April 2025 • 4 min read