Schroder UK Equity toasts outperformance

clock

THE Schroder UK Equity Fund has returned 11.51pc over the last 12 months, compared with 9.31pc from the FTSE All Share, thus achieving its objective of outperforming its benchmark by 2pc.

The fund aims to achieve consistent, low-risk, capital growth by investing in UK companies with strong profits growth prospects. It combines bottom-up stock selection to generate high alpha, with portfolio construction to maintain low volatility. The fund manager, Simon Brazier, said: “When I took over the fund in June 2006, I wanted to take full advantage of Schroders’ research capabilities and make the fund less index-constrained. I also increased the number of stocks which I believe has helped to improve the diversification of risk within the portfolio. “Whilst markets remain u...

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 UK

UK businesses to pay four times more for electricity than in 2020
UK

UK businesses to pay four times more for electricity than in 2020

Calls for Covid-style support for energy bills

clock 25 August 2022 • 1 min read
UK

IA Global sector enjoys record £934m sales in April

Reduced UK outflows

Sam Shaw
clock 06 June 2019 • 2 min read
UK

Dan Kemp: What UK investors can learn from the Champions League

Set new goals

Dan Kemp
clock 31 May 2019 • 3 min read