Schroder Global Equity Income A Inc (F000000FS4.L)
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Schroder Global Equity Income A Inc
31 Gresham Street
London
Management information
Jamie Lowry,Lead manager since 28 November 2013
Jamie Lowry. the European Equity Fund Manager, he is responsible for Schroder ISF European Equity Alpha since May 2010, having been the alternate manager for the past 3 years.He joined Schroders Investment Management in 2004 as an equity analyst in the European Equity Team. Prior to joining Schroders, he worked at Hedley & Co Stockbrokers as a stockbroker and Deutsche Asset Management as a trainee analyst. He has completed all levels of the CFA examinations and investment Management Certificate (IMC). Securities Representative Certificate He has a degree in Financial & Business Economics, Royal Holloway College, University of London.
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
CategoryGlobal Equity Income
Fund familySchroder Unit Trusts Limited
Net assets309.21M
YTD return4.58%
Yield3.64%
Morningstar rating★★★★
Inception date17 May 2007
Fund operations
Last dividend0.00
Last cap gain0.00
Holdings turnover51.16%
Average for categoryN/A
Fees and expenses
ExpenseF000000FS4.LCategory average
Annual report expense ratio (net)1.69%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/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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