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

23.55 %

1 Year rank in sector

110/269

Sector

UT UK All Companies

Yield

3.68

Fund size

£ 337.9 m

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

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.68 %12.97 %23.18 %0 %0 %
Sector3.37 %13.92 %21.34 %26.62 %82.46 %
Rank within sector120 / 277146 / 274110 / 269 / /
Quartile th2 nd3 rd2 nd th th

Calendar performance

YTD-20172016201520142013
Fund8.71 %0 %0 %0 %0 %
Sector9.57 %11.16 %3.66 %0.59 %25.66 %
Rank within sector156 / 275 / / / /
Quartile th3 rd th th th th

Price movement

52 week high62.54
52 week low48.1
Current bid price0
Current offer price0
Current mid price62.54

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-