Schroder UK Alpha Plus Fund

Select share classes

Schroder UK Alpha Plus Fund Z Accumulation GBP

Category UK Large-Cap Equity
star-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.012

arrow-up£0.00 (+0.00%)

Fund Code

SCUAZ

B5L33N6

GB00B5L33N61

Prices updated as at 28 May 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. 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
, 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
24 Jun 2002
Domicile
United Kingdom
UCITS
Yes
Lead manager
Bill Casey
Lead manager start date
01 Mar 2018
Lead fund manager biography
Bill Casey is a UK and European Equity Fund Manager at Schroders. He has co-managed long-only funds Schroder UK Alpha Plus Fund since March 2018 and Schroder UK Equity Fund and Schroder ISF UK Equity since May 2021. He has co-managed the long-short fund Schroder ISF European Alpha Absolute since February 2019. Bill joined Schroders from Janus Henderson in February 2018. During his six years at Janus Henderson he was a fund manager and analyst for long-only and long-short funds and co-manager of the European Best Ideas Fund. Prior to this he worked as an analyst at Bank of America Merrill Lynch and Bradshaw Asset Management. Qualifications: CFA Charterholder; BSc Business Management Dublin Institute of Technology
Head office
1 London Wall Place
London
United Kingdom
EC2Y 5AU
Got a question?
Get in touch
we're here to help:
0800 182 2399
Mon-Fri 8am to 6pm


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.