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Schroder UK Alpha Plus Inc (0P00000M4K.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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186.80+2.00 (+1.08%)
At close: 09:00PM BST

Schroder UK Alpha Plus Inc

1 London Wall Place

0800 182 2399
Management information
,Lead manager since 1 March 2018
Nicholas Kissack is a UK and European Equity Fund Manager at Schroders. He has co-managed long-only funds Schroder UK Alpha Plus Fund since March 2018 and Schroder UK Equity Fund and Schroder ISF UK Equity since May 2021. He has co-managed the long-short fund Schroder ISF European Alpha Absolute since February 2019. Nick joined Schroders from Janus Henderson in February 2018 where he was a Portfolio Manager from 2014 to 2018. Qualifications: CFA Charterholder; BSc in Economics & Finance from the University of York.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryN/A
Fund familySchroder Unit Trusts Limited
Net assets667.88M
YTD return1.33%
Yield0.79%
Morningstar rating★
Inception date11 May 2011

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnover25.91%
Average for categoryN/A

Fees and expenses

Expense0P00000M4K.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A