Fund Objective

The Schroder Institutional UK Equity Fund's investment objective is to achieve capital growth through investment in UK equities, although considerable attention will be paid to maintaining a steady growth in income distributions.

View on Past Performance

The fund invests in a broad range of UK equities, to benefit from what we believe to be the best investment opportunities amongst large, medium-sized and smaller companies. Fundamental research is the hallmark of our approach and we have a well disciplined, focused and highly successful investment process to identify stocks with hidden potential.Share prices tend to be driven by short-term sentiment, so by taking a longer-term view, it is possible to identify companies with strong prospects that are not yet being fully appreciated by the market.

Future Expectations

Each stock has to pass a strict selection process and we aim to uncover companies with two key traits: unrecognised value and sustainable profits growth. In addition, we seek out companies with healthy balance sheets, a strong management team and a compelling business model. We believe these attributes can lead to superior long-term investment returns and we continue to find many such opportunities in the UK market.

Fund Details