Fact sheet: Schroder Advanced Beta UK Equity

Fund information

Fund name
Schroder Advanced Beta UK Equity I
Fund company manager
Schroder UT Managers
Fund type
UKA
Fund objective
The Fund seeks to provide capital growth and income through investment in a portfolio of the equities and equity related securities of UK companies.
Benchmark
-
Investment style
None
Investment method
Shares

Quick stats

1 Year return

19.46 %

1 Year rank in sector

138/273

Sector

UT UK All Companies

Yield

4.67

Fund size

£ 329.2 m

FE Risk score
-
NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.14 %7.58 %19.46 %0 %0 %
Sector-0.95 %8.71 %19.1 %24.86 %74.44 %
Rank within sector170 / 280176 / 278138 / 273 / /
Quartile th3 rd3 rd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund7.01 %0 %0 %0 %0 %
Sector8.09 %11.16 %3.66 %0.59 %25.66 %
Rank within sector173 / 278 / / / /
Quartile th3 rd th th th th

Price movement

52 week high62.92
52 week low48.58
Current bid price0
Current offer price0
Current mid price61.56

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-