Schroder UK Alpha Plus
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| SCHRODER UK ALPHA PLUS |
| INITIAL CHARGE |
DISCOUNT |
REDUCED INITIAL CHARGE |
| 5.25% |
5% |
0.25% |
| ABOUT THE FUND: |
|
To provide capital growth through investment in UK Companies. The fund will invest in a focused portfolio of between 20 and 40 stocks with an objective of achieving an absolute return. The fund is not tied to a benchmark because of its absolute return objective although comparison is made against the FTSE All-Share index for reporting purposes.
|
| FUND FACTS: |
| LAUNCHED |
FUND SIZE |
ANNUAL CHARGE |
FUND MANAGER |
| 05/07/2002 |
£1045.5 million |
1.50% |
Richard Buxton |
| FUND PERFORMANCE: To 31st March 2009 |
| 0-12m |
12-24m |
24-36m |
36-48m |
48-60m |
| -31.79% |
-7.23% |
+12.16% |
+40.07% |
+7.29% |