Investment outlooks 2017

Bid

90.48 GBP

27 Mar 2017

down 0.73

Offer

91.01 GBP

AUM (M) 1069.28 GBP

As of: 27 Mar 2017

Period 3M 6M 1Y 3Y 5Y
Change up 9.11% up 9.92% up 32.67% up 52.32% up 75.58%

Bid

103.70 GBP

27 Mar 2017

down 0.50

Offer

104.50 GBP

AUM (M) 975.95 GBP

As of: 27 Mar 2017

Period 3M 6M 1Y 3Y 5Y
Change up 1.06% up 13.30% up 25.76% up 20.34% up 90.28%

Markets

27MAR 2017

Cash vs shares: did Isa savers return to cash at the wrong time?

Markets

27MAR 2017

Cash vs shares: did Isa savers return to cash at the wrong time?

Isa savers show a growing preference for cash over investments, analysis by Schroders shows. New data shows how this approach has failed them.

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Economics

23MAR 2017

Political pressures risk economic fissures

Economics

23MAR 2017

Political pressures risk economic fissures

Political regime change, both realised and potential, could lead to some real obstacles for trade and economic progress in the US, Europe and the UK.

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Economics

23MAR 2017

Inflation on the rise? This chart shows the damage it could do

UK inflation hits its highest level in almost three and a half years. We look at the damage inflation can inflict on your money and investments.

Investment Trusts

23MAR 2017

Has Brexit created an opportunity in mid-cap shares?

The Schroder UK Mid Cap plc trust’s investment objective is to invest in mid-cap equities to provide a total return in excess of the FTSE 250 (ex inv…

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Daily unit trust, OEIC and SICAV fund performance data is on a NAV to NAV basis when single-priced or Bid to Bid when dual-priced, gross income reinvested. This daily performance will be reduced by the impact of the ongoing charges and portfolio transaction costs and, where applicable, performance fees. The fees can vary depending on the unit class held.

Please note that there may be some delay in uploading the Distribution share class factsheets.