Schroder Income Portfolio A Income GBP

Category GBP Allocation 40-60% Equity

Last buy/sell price

£1.242

arrow-down£-0.001 (-0.08%)

Fund Code

B41LY52

GB00B41LY520

Prices updated as at 18 Dec 2025

Prices in GBP

Investment objective

The Fund aims to provide an income of 3% to 5% per year and capital growth by investing in a diversified range of assets and markets worldwide with a target average annual volatility (a measure of how much the Fund's returns may vary over a year) over a rolling five year period of between 50% to 65% of that of global stock markets (represented by the MSCI All Country World index). The Fund is actively managed and invests its assets in collective investment schemes, closed ended investment schemes, real estate investment trusts and exchange traded funds which themselves invest worldwide in any of the following: (A) Equity or equity related securities; (B) Fixed income securities (including government bonds and corporate bonds); (C) Currencies; (D) Alternative assets.

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , 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.

Company name

Schroder Unit Trusts Limited

Fund launch date

15 Dec 2010

Domicile

United Kingdom

UCITS

Yes

Fund manager

Ryan Paterson

Manager start date

12 Nov 2021

Fund manager biography

Ryan joined Schroders in May 2021 and co-manages the Schroder Investment Solutions range of products. He has over 20 years’ experience in the investment industry, with previous roles including Research Manager, Proprietary Trader and Investment Analyst. Ryan is a Chartered Financial Analyst (CFA) charterholder and also holds the Investment Management Certificate (IMC).

Fund manager

Philip Chandler

Manager start date

01 Apr 2025

Fund manager biography

Philip joined Schroders in 2003 and is Head of UK Multi-Asset & CIO, Schroder Investment Solutions. He is responsible for all UK-based multi-asset clients with benchmark, SAA or peer group-based objectives, and was appointed CIO of Schroder Investment Solutions (SIS) in December 2024. Philip has co-managed the Schroder Global Multi-Asset Portfolios, part of the SIS range, since inception in 2017. He is a member of the Global Asset Allocation Committee and part of the Duration risk premia team of the Strategic Investment Group Multi-Asset (SIGMA). Philip initially joined Schroders as a portfolio manager in the Fixed Income team, with responsibilities for global bonds, money markets and UK government bond portfolios. He transferred to the Multi-Asset team in 2009 and was seconded to New York 2011-2015. Philip is a CFA Charterholder and holds a Degree in Philosophy, Politics and Economics from the University of Oxford.

Head office

1 London Wall Place

London

United Kingdom

EC2Y 5AU

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