Schroder India Equity Fund

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There is only one type of share class for this fund.

Schroder India Equity Fund Z

Category India Equity


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

£0.7403

arrow-up£0.00 (+0.05%)

Fund Code

SCIZA

BF785M8

GB00BF785M86

Prices updated as at 02 May 2025
|
Prices in GBP

Investment objective
The Fund aims to provide capital growth in excess of the MSCI India (Net Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of Indian companies. The Fund invests at least 80% of its assets in equity and equity related securities of Indian companies or companies which have their principal business activities in India. Typically, the Fund holds 30 to 70 companies.

Company name
Schroder Unit Trusts Limited
Fund launch date
07 Jun 2019
Domicile
United Kingdom
UCITS
Yes
Lead manager
Paul Rathband
Lead manager start date
13 May 2022
Lead fund manager biography
Paul Rathband is a Asia Small Cap Portfolio Manager at Schroders, which involves managing Asia small cap mandates since March 2012. He joined Schroders in 2011 and is based in Singapore. Paul was a Research Analyst at Schroders (Singapore) from 2011 to 2012, which involved being a small cap analyst. He was the Managing Director at RBS Asia Securities (Singapore) from 1998 to 2011, which involved having responsibilities for Asia ex Japan research sales as well as management responsibilities for its ASEAN equity business. He was the Senior Director of Equity Sales at Arab Malaysian Securities (Kuala Lumpur) from 1996 to 1997, which involved having specialist responsibilities for Malaysian equity sales. He was the Director of Regional Equity Sales at W.I. Carr Securities (Hong Kong) from 1991 to 1996, which involved joining the company as an analyst covering Hong Kong and Chinese small cap. Later on Paul moved to Sales, marketing the regional research product where he then became Director. Qualifications: BA in History (Hons), Upper 2nd class from University of London.
Head office
1 London Wall Place
London
United Kingdom
EC2Y 5AU
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