Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Schroder UK Alpha Plus

Ranked 198 out of 253 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Philip Matthews

Philip Matthews joined Schroders in 2013 having worked at Jupiter since 1999. He began his career in 1997 when he joined Chesterton Plc’s residential investment and development department. Born in London in February 1974, Matthews was educated at Eton College and Cambridge University. He holds a bachelor’s degree in modern languages focusing on Italian and German. When he is not managing money, he enjoys fishing and football.


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


UK (All Companies) over : 31/12/2016 - 31/12/2017
  • Rank 198/253 Total Return
  • Rank 171/253 Standard Deviation
  • Rank 217/253 Max Drawdown
Fund Name Currency Risk
169 Premier UK Growth C Inc GBP


170 Majedie UK Focus X Acc GBP


171 Schroder UK Alpha Plus A Acc GBP


171 Phoenix UK A GBP


173 F&C UK Alpha 1 Acc GBP


Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
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

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date24/06/2002
  • Share Class size397Mn
  • Base currencyGBP
  • ISIN GB0031440133

Purchase Info

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


  • Annual management1.50%
  • Initial investment0

Related News

Heavy discount poses threat to Schroder UK Growth

Analysts at Numis say double-digit discount is too wide for a mainstream UK equity investment trust and could threaten future if it persists.

FTSE revives and Chemring finds a silver bullet

Battered defence contractor Chemring leaps on Middle East contract as FTSE 100 claws back losses from previous two sessions.

Schroders wins battle to keep UK Growth trust

Philip Matthews has been appointed manager of the UK Growth trust following the exit of Julie Dean.

Citywire Selection: who's in and who's out?

In our latest review we have decided to place two funds Under Review, add one and remove three.

Do fund managers suffer the Moyes effect?

Following in the footsteps of a great manager can be a tough task, as David Moyes' experience at Manchester United shows.

What does Woodford’s new venture mean for UK fund management?

The star manager looks set to attract billions after revealing he is to run another equity income fund.

The Expert View: Tesco, Schroders and Next

A round-up of the best analyst commentary on shares, also including Arrow Global and Rio Tinto.

Buxton set to burst through £1 billion

Richard Buxton’s Old Mutual UK Alpha fund is poised to pass the £1 billion mark before the end of 2013.

Philip Matthews: how I will 'fundamentally' change Buxton's old fund

Matthews has revealed to advisers how he plans to change the portfolio he inherited promising investors 'a much better risk profile'

Buxton exit triggered £1.8bn Schroder UK Alpha Plus outflow

Richard Buxton’s departure from Schroders has sparked a £1.8 billion outflow from his flagship UK Alpha Plus fund.


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