SPW MM UK Eq Income X Acc (0P00006EIM.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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SPW MM UK Eq Income X Acc
25 Gresham Street
+44 3458780053
Management information
,Lead manager since 22 November 2019
Robin McDonald is a Fund Manager at Schroders, which involves co-managing a range of multi-manager funds. He joined Schroders in 2007 and is based in London.
Robin was a Fund Manager at Cazenove Capital (taken over by Schroders in 2013) from 2007 to 2013, which involved co-managing a range of multi-manager funds.
He was a Fund Analyst at Gartmore Investment Management from 2003 to 2007, which involved providing analytical support in the management of a range of multi-manager funds.
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 familyScottish Widows Schroder Personal Wealth (ACD) Limited
Net assets383.85M
YTD return10.10%
Yield3.81%
Morningstar rating★★★★★
Inception date18 Oct 2004
Fund operations
Last dividendN/A
Last cap gainN/A
Holdings turnover102.63%
Average for categoryN/A
Fees and expenses
Expense0P00006EIM.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
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