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Schroder UK Growth Fund (SDU.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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171.00-1.00 (-0.58%)
As of 06:07PM EDT. Market open.

Schroder UK Growth Fund

Suite 4720, Canada Trust Tower, BCE Place

161 Bay Street

Management information
Philip Matthews,Lead manager since 29 October 2014
Philip Matthews joined Jupiter in 1999 as Assistant Fund Manager on the Jupiter Income Trust and the Jupiter Global Technology Fund. He currently manages the Jupiter Growth & Income Fund (Unit Trust) and is Deputy Fund Manager of the Jupiter Income Trust, working with Ben Whitmore. Philip gained a degree in Modern & Medieval Languages (Italian & German) from Cambridge University.
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

CategoryUK Large-Cap Blend Equity
Fund familySchroders Investment Management
Net assets269.8M
YTD return-0.55%
Yield3.63%
Morningstar rating★★★
Inception date10 Mar 1994

Fund operations

Last dividend0.03
Last cap gain0.00
Holdings turnover108.77%
Average for categoryN/A

Fees and expenses

ExpenseSDU.LCategory average
Annual report expense ratio (net)0.00%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 loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A