Breaking News
Get 55% Off 0
🍎 🍕 Less apples, more pizza 🤔 Have you seen Buffett’s portfolio recently?
Explore for Free
Close

Schroder Global Sustainable Value Equity Fund X Accumulation Gbp (0P0000265C)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from Watchlist Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
2.77 -0.00    -0.18%
21/11 - Delayed Data. Currency in GBP
Type:  Fund
Market:  United Kingdom
Issuer:  Schroder Unit Trusts Limited
ISIN:  GB00B01BZQ27 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.03B
Schroder Specialist Value UK Equity X Acc 2.77 -0.00 -0.18%

Schroder Global Sustainable Value Equity Fund X Accumulation Gbp Overview

 
On this page you'll find an in-depth profile of Schroder Global Sustainable Value Equity Fund X Accumulation Gbp. Learn about the key management, total assets, investment strategy and contact information of 0P0000265C among other information.
Category

Global Large-Cap Value Equity

Total Assets

1.03B

Expenses

Inception Date

Mar 24, 2006

Investment Strategy

The Fund aims to provide capital growth in excess of the MSCI World (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 companies worldwide which meet the Investment Manager’s sustainability criteria. The Fund is actively managed and invests at least 80% of its assets in a concentrated range of equity and equity related securities of companies worldwide which meet the Investment Manager’s sustainability criteria. The Fund typically holds 30 to 70 companies.

Contact Information

Address 1 London Wall Place
London, EC2Y 5AU
United Kingdom
Phone 0800 182 2399

Top Executives

Name Title Since Until
Simon Adler Portfolio Manager 2021 Now
Biography 'Co-manager of Global Value portfolios Joined the Global Value team in July 2016 Investment career commenced in 2008 at Schroders as a UK equity analyst Previously sector analyst responsible for chemicals, media, transport, travel and leisure and utilities Global Sustainability Specialist in Global Equity team until 2016 Chartered Financial Analyst MA in Politics, Edinburgh University
Liam Nunn Portfolio Manager 2021 Now
Biography Co-manager of Global Income strategies and deputy fund manager of Global Recovery strategies Joined the Global Value team in January 2019 as an analyst Investment career commenced in 2011 at Schroders as a Pan European sector analyst Moved to Merian Global Investors (formerly Old Mutual Global Investors) in 2015 as an equity analyst/fund manager Chartered Financial Analyst Degree in Politics, Philosophy and Economics, Durham University
Roberta Barr Portfolio Manager 2021 Now
Biography Head of ESG in the Global Value team responsible for developing ESG within the team's investment process and new sustainable products Global Value Team analyst Joined the Global Value team in September 2017 Investment career commenced in 2016 at Schroders as a Quantitative Equity Products analyst Degree in Mathematics, Oxford University
Andrew Lyddon Portfolio Manager 2010 2021
Biography Andrew Lyddon is a fund manager in Schroders Global Value team who manage income, recovery and sustainable strategies across four geographies: UK, European, global and emerging markets. Andrew co-manages European Income, European Recovery and Global Recovery portfolios. He has managed value portfolios since 2010 and was a founding member of the Global Value team in 2013. He joined Schroders in October 2005 as an Equity Analyst within the Pan-European research team Qualifications: CFA Charterholder; MSc in Intellectual Property Law from Queen Mary College and a Degree in Chemistry from Bath University.
Nick Kirrage Co-Head 2010 2021
Biography Nick Kirrage is co-head of Schroders Global Value team who manage income, recovery and sustainable strategies across four geographies: UK, European, global and emerging markets. Nick co-manages UK Income, UK Recovery, Global Income and Global Recovery portfolios. He has managed value portfolios at Schroders since 2006 and was a founding member of the Global Value team in 2013. He joined Schroders in 2001, initially working as part of the Pan European research team providing insight and analysis on a broad range of sectors from Transport and Aerospace to Mining and Chemicals. Qualifications: CFA Charterholder; Meng in Aeronautical Engineering from Bristol University.
Kevin F. Murphy Portfolio Manager 2010 2021
Biography Kevin Murphy Managing Director and Fixed Income Portfolio Manager As a portfolio manager, Kevin works with our Emerging Markets Debt Investment Team to develop investment strategy in the sector. Kevin joined Wellington Management in 2016. Prior to that, he worked at Putnam (1999 – 2016), BancBoston (1996 – 1999) and at ING Baring Securities in New York City (1991 – 1996). Kevin received his BS in electrical engineering from Columbia University’s School of Engineering and Applied Science (1987).
Nicholas Purves - 2006 2010
Biography Nick joined Redwheel in August 2010 to build the Redwheel Value & Income Team together with Ian Lance. He started working with Ian at Schroders in 2007, initially starting as an analyst before moving in to portfolio management where he managed both Institutional Specialist Value funds and the Schroder Income Fund and Income Maximiser Fund together with Ian. During his time at Schroders, Nick was Citywire AAA, and Nick and Ian’s Income fund was Morningstar 5 star rated, AA rated by OBSR, and won the Moneywise award in 2009 in the UK Equity Income and Equity Income and Growth sectors. Nick graduated from Bristol University in 1989 and qualified as a Chartered Accountant in 1993 with KPMG.
Ian Lance - 2006 2010
Biography Ian joined Redwheel in August 2010 to build the Redwheel Value & Income Team together with Nick Purves. He started working with Nick at Schroders in 2007 before joining Redwheel in August 2010. Whilst at Schroders he was a senior portfolio manager managing the Institutional Specialist Value Funds, the Schroder Income Fund and Income Maximiser Fund together with Nick.During his time at Schroders, Ian was Citywire AAA rated, and Nick and Ian’s Income fund was Morningstar 5 star rated, AA rated by OBSR and won the Moneywise award in 2009 in the UK Equity Income and Equity Income and Growth sectors. Previously Ian was the Head of European Equities and Director of Research at Citigroup Asset Management and Head of Global Research at Gartmore. Ian graduated from Loughborough University in 1988.
Comment Guidelines

We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind:  

  •            Enrich the conversation, don’t trash it.

  •           Stay focused and on track. Only post material that’s relevant to the topic being discussed. 

  •           Be respectful. Even negative opinions can be framed positively and diplomatically. Avoid profanity, slander or personal attacks directed at an author or another user. Racism, sexism and other forms of discrimination will not be tolerated.

  • Use standard writing style. Include punctuation and upper and lower cases. Comments that are written in all caps and contain excessive use of symbols will be removed.
  • NOTE: Spam and/or promotional messages and comments containing links will be removed. Phone numbers, email addresses, links to personal or business websites, Skype/Telegram/WhatsApp etc. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc.), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. In addition, any of the above-mentioned violations may result in suspension of your account.
  • Doxxing. We do not allow any sharing of private or personal contact or other information about any individual or organization. This will result in immediate suspension of the commentor and his or her account.
  • Don’t monopolize the conversation. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.
  • Any comment you publish, together with your investing.com profile, will be public on investing.com and may be indexed and available through third party search engines, such as Google.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

0P0000265C Comments

Write your thoughts about Schroder Global Sustainable Value Equity Fund X Accumulation Gbp
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
Richard Theodossiades
Richard Theodossiades Jun 22, 2022 7:42AM ET
Saved. See Saved Items.
This comment has already been saved in your Saved Items
Pricing data on https://investing.com seems to be wrong
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email