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SCHRODER US ALPHA PLUS A - Fund overview

No Bestinvest rating


Overview of SCHRODER US ALPHA PLUS A

The fund aims to provide capital growth. At least 80% of the fund will be invested in a concentrated range of shares of US companies with no bias to any particular industry. This means typically holding shares in fewer than 50 companies which the manager believes offer the best potential for future growth.

Standard Initial Charge

5.25% 0.00%

Invest via Bestinvest

to save 5.25%

Find out how to invest

Fund summary

Sector  –
Product type  OEIC
Launched  December, 2011
Size  –
Yield 0.0%
Charging basis  –
Dividends paid  –
Bid price(inc) 53.67p
Bid price(acc) 53.66p

Fund Charges

Standard Initial charge 5.25%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.75%
Reduction in yield (10yr) 1.75%

Bestinvest says


No information available.

Portfolio

schroder us alpha plus a asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds –
Quality bonds –
Property –
Commodities –
Hedge –
Fund cash –
schroder us alpha plus a equity geographic illustration
Allocation Proportion
UK –
Europe –
Nth America 100%
Japan –
Pacific –
Other Equity –
schroder us alpha plus a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

View all performance data for SCHRODER US ALPHA PLUS A

Investment process


No information available.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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