Last buy/sell price
£3.954
£0.029 (+0.74%)
Fund Code
3231250
GB0032312505
Prices updated as at 12 Dec 2025
Prices in GBP
Investment objective
The Fund aims to provide capital growth in excess of the FTSE All Share (Gross Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of UK companies which the investment manager classifies as sustainable. The Fund is actively managed and invests at least 80% of its assets in a concentrated range of equity and equity related securities of UK companies. These are companies that are incorporated, headquartered or have their principal business activities in the UK. The Fund typically holds 30 to 60 companies.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, SDR Consumer facing disclosure, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
- Key stats
- Growth
- Performance
- Charges & documents
- Dividends
- Portfolio
- Risk & rating
- Management
Company name
Schroder Unit Trusts Limited
Fund launch date
31 Dec 2002
Domicile
United Kingdom
UCITS
Yes
Fund manager
Sue Noffke
Manager start date
01 Sep 2025
Fund manager biography
Sue Noffke is Head of UK Equities and a UK Equity Fund Manager at Schroders. She is a founding member of the Prime UK Equity team established in 2006. She is fund manager of the Schroder Income Growth Fund plc co-manager of the Schroder Prime UK Equity Fund, the Schroder UK Alpha Income Fund and Cazenove Charity Equity Income Fund. Sue has managed UK equity portfolios for institutional clients since 1993. She joined Schroders in 1989 and was initially an analyst at Schroders responsible for insurance, tobacco and retail sectors in the UK market. Qualifications: Honorary Doctorate Degree from Aston University; BSc in Business Administration and Biochemistry from Aston University.
Fund manager
James Goodman
Manager start date
01 Sep 2025
Fund manager biography
-Co-fund manager of Prime Diversified UK Equity strategy (effective April 2024)
-Fund manager for the Schroder UK Dynamic Smaller Companies Fund, effective 1 December 2023
-Joined the Prime team in 2018 as an analyst
-Investment career commenced in 2015 at Cazenove Capital as an Associate Portfolio Manager
-CFA charterholder
-Degree in Economic History, London School of Economics
Head office
1 London Wall Place
London
United Kingdom
EC2Y 5AU
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