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Schroder UK Opportunities A Acc

Ranked 80 out of 249 in - UK (All Companies) 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.

Michael Zorko

Objective

To achieve an income return, together with long term capital growth, by investing in any economic sector of the UK market.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/09/2016 - 30/09/2017
  • Rank 80/249 Total Return
  • Rank 21/249 Standard Deviation
  • Rank 55/249 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.9% 3.6% 1.4%
2016 7.0% -1.4% -3.5% 8.3% 3.7%
2015 0.7% 5.9% -1.5% -6.8% 3.4%
2014 -8.5% -3.5% -2.5% -3.6% 0.9%
2013 33.3% 11.9% 4.0% 8.9% 5.2%
2012 33.6% 14.6% -2.7% 10.5% 8.5%
2011 1.4% 2.7% 5.5% -12.6% 7.1%
2010 20.3% 8.6% -7.7% 12.9% 6.3%
2009 34.9% -11.8% 15.2% 28.2% 3.6%
2008 -23.1% -11.7% -2.2% -8.2% -3.0%
2007 2.2% 2.7% 2.0% -2.2% -0.3%
2006 15.9% 8.3% -2.1% 3.2% 6.0%
2005 21.0% 5.1% 4.4% 5.7% 4.4%
2004 10.0% 1.3% 1.0% 1.7% 5.8%
2003 25.6% -4.9% 17.8% 4.7% 7.1%
2002 -24.0% 0.4% -13.8% -15.4% 3.8%
2001 -20.8% -15.0% -1.1% -15.4% 11.4%
2000 -2.3% 1.4% -2.3% 3.8% -5.0%
1999 25.5% 6.9% 2.4% -5.1% 20.9%
1998 9.1% 14.0% 0.7% -14.4% 11.0%
1997 17.7% 5.0% 2.3% 10.4% -0.7%
1996 16.6% 5.8% 3.6% 5.2% 1.1%
1995 8.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 7.55
Prudential PLC ORD 5.30
GlaxoSmithKline PLC ORD 5.22
Reckitt Benckiser Group PLC ORD 4.22
Lloyds Banking Group PLC ORD 4.04
Standard Chartered PLC ORD 3.92
Rio Tinto PLC ORD 3.87
Shire PLC ORD 3.17
Barclays PLC ORD 3.04
Hiscox Ltd ORD 2.68
30/06/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/11/1989
  • Share Class size55Mn
  • Base currencyGBP
  • ISIN GB0031092728

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0

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