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 manager(s)
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

11.4 %

1 Year rank in sector

196/272

Sector

UT UK All Companies

Yield

4.55

Fund size

£ 331.7 m

FE Risk score

85

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.33 %6.62 %11.4 %0 %0 %
Sector3.28 %6.99 %14.25 %38.35 %64.85 %
Rank within sector127 / 279164 / 277196 / 272 / /
Quartile th2 nd3 rd3 rd th th

Calendar performance

YTD-20172016201520142013
Fund10.03 %0 %0 %0 %0 %
Sector11.56 %11.16 %3.66 %0.59 %25.66 %
Rank within sector170 / 275 / / / /
Quartile th3 rd th th th th

Price movement

52 week high63.85
52 week low54.33
Current bid price0
Current offer price0
Current mid price63.3

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-