SPW Progressive Portfolio Q Acc (0P0001KCAB.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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SPW Progressive Portfolio Q Acc
25 Gresham Street
+44 3458780053
Management information
,Lead manager since 15 July 2020
Joined Schroders in 2003 and is based in London
Portfolio manager on the Diversified Growth team, focusing on UK and North American pension and insurance clients. Member of the Duration and Equity risk premia teams
Initially joined Schroders as a portfolio manager in the Fixed Income team, with responsibility for global rates, money markets and then Gilt and European government portfolios. Transferred to the Multi-Asset team in 2009
CFA Charterholder.
Degree in Philosophy, Politics and Economics, University of Oxford.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyScottish Widows Schroder Personal Wealth (ACD) Limited
Net assets118.08M
YTD return4.92%
Yield1.17%
Morningstar rating★★★★
Inception date15 Jul 2020
Fund operations
Last dividend0.02
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A
Fees and expenses
Expense0P0001KCAB.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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