Schroder UK Equity Fund

Alex explained his style for stock selection which is mixture of upside opportunity blended with a margin of safety.

The Schroder UK Equity Fund is one of their flagship funds with assets over £600 million with a bias towards large cap stocks. It currently has just under 50 stocks with the top ten making up 40% of the fund.

It has produced consistent outperformance of the index with relatively low volatility so it could work well with a more volatile fund.

The potential concern for investors is the manager who only took on the fund in July 2013 and therefore only has a short track record. However, the manager previously worked at Neptune and managed the UK Special Situations fund where he built a good reputation.

In this update we will provide some background to the manager and how the fund is positioned.

Fund Facts Morningstar


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