|Fund Provider||Schroder Unit Trusts Limited|
|Manager||Philip Matthews Biography|
Fund Objective The fund's investment objective is to provide capital growth through investment in UK and other companies. In order to achieve the objective the manager will invest in a focussed portfolio of securities. The emphasis of the fund will be investment in UK companies. The fund may also invest in companies headquartered or quoted outside the UK where those companies have material or critical operations within, or derive significant business from, the UK. Fixed interest securities may be included in the portfolio. Investment will be in directly held transferable securities. The fund may also invest in collective investment schemes, warrants and money market instruments.
|Fund Type||UNIT TRUST|
|12-Month NAV High||-|
|12-Month NAV Low||-|
|Fund Comparative Index||-|
|Morningstar CategoryTM||UK Large-Cap Blend Equity|
One or more funds cannot be shown as they have less than one year of performance data.
Fund versus Morningstar Category
For funds that invest in bonds, please be aware that the price of bonds is influenced by movements in interest rates, changes in the credit rating of bond issuers, and other factors such as inflation and market dynamics. In general, as interest rates rise the price of a bond will fall. The risk of default is based on the issuer's ability to make interest payments and to repay the loan at maturity. Default risk may therefore vary between different government issuers as well as between different corporate issuers.