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Schroder UK Growth - Under Review

INVESTMENT TRUST RESEARCH UPDATE: Morningstar analysts move the Rating to Under Review

Jackie Beard, FCSI 8 September, 2014 | 3:12PM

We have placed the Morningstar Analyst Rating™ for the Schroder UK Growth (SDU) fund Under Review following the announcement that manager Julie Dean has left the firm. The fund previously held a Silver rating. Matt Hudson, a core member of the Schroder Business Cycle Investment team, has assumed responsibility for the team. However, the board has announced that while the team will take over for the time being, they will make another announcement in due course on the fund’s management, after consulting with shareholders. We await clarity on this and until such time the rating is under review.

Find out more about how Morningstar analysts rate funds and investment trusts here.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Baillie Gifford UK Growth185.12 GBX-0.21

About Author

Jackie Beard, FCSI

Jackie Beard, FCSI  is Director of Manager Research Services, Morningstar EMEA

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