Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Schroder UK Opportunities A Acc

Ranked 136 out of 257 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 : 31/05/2017 - 31/05/2018
  • Rank 136/257 Total Return
  • Rank 56/257 Standard Deviation
  • Rank 85/257 Max Drawdown
Fund Name Currency Return
135 Santander PF UK Equities A GBP

5.6%

136 Schroder UK Opportunities A Acc GBP

5.6%

137 FP Octopus UK Equity B Acc GBP

5.6%

138 Omnis UK Equity A GBP

5.5%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.3%
2017 15.2% 4.9% 3.6% 1.4% 4.6%
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 -23.9% 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 24.7% 1.9% 4.7% 8.2% 8.1%
1994 -1.5% -2.1% -5.1% 5.4% 0.7%
1993 37.0% 9.7% 2.0% 11.9% 9.4%
1992 17.8% 3.9% 3.0% -0.1% 10.2%
1991 13.0% 12.3% 0.6% 11.3% -10.1%
1990 4.4% 4.3% 5.2% -10.7% 6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/11/1989
  • Share Class size39Mn
  • Base currencyGBP
  • ISIN GB0031092728

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment0

Related News

Julie Dean buys £744k stake in Sanditon Investment Trust

Dean joined the fledgling asset manager at the end of last month, becoming a director of the trust.

Bill Gross and Julie Dean's former funds hit by major outflows

Funds formerly managed by star managers Julie Dean and Bill Gross have shrunk in size.

Sanditon says no job offer made to Julie Dean...yet

Sanditon Asset Management founder Tim Russell has dismissed speculation that his former colleague Julie Dean is set to join his firm.

Julie Dean to leave Schroders

(Update) Citywire AAA-rated Julie Dean is to leave Schroders, with AA-rated Matt Hudson taking over from her.

Bambos Hambi rotates from Julie Dean into Alex Savvides

Bambos Hambi, head of fund of funds management at Standard Life Investments, has refocused his UK equity exposure on value investors.

AAA-rated Dean: the cyclical stocks I’ve been buying

Julie Dean, manager of the Cazenove UK Opportunities fund, has taken profits in defensive stocks and is buying certain cyclical companies on the back of attractive pricing.

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