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Investment Objective and Policy Changes - Schroder UK Opportunities Fund

Schroder Unit Trusts Limited will amend the investment objective and policy of the fund with effect from 23 October 2017.

Impacts on
these guided-architecture products

Summary of the changes: 

The following changes will come into effect on 23 October 2017: 


  • The fund's investment objective and policy will be revised making the language used consistent with other funds in Schroders' UK fund range
  • The investment policy will be updated to state it holds a concentrated portfolio typically consisting of between 40 and 50 stocks
  • The investment policy will remove the reference that specifically relates to investment in large and medium-sized companies.


There is no change to how the fund is managed. The wording change does not impact existing holdings. 


The shareholder notification, which details the revised objective and policy, can be viewed opposite.



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