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Schroder UK Dynamic Smaller Companies Fund - change of manager

Heather Ferguson | Tue 27 June 2017

Investments can go down as well as up so there is always a danger that you could get back less than you invest. Nothing here is personalised advice, if unsure you should seek advice.

Schroders have appointed Luke Biermann as manager of the Schroder UK Dynamic Smaller Companies Fund with immediate effect. He will work closely alongside existing managers Paul Marriage and John Warren until they leave Schroders in September to set up their own boutique fund management business. The fund was removed from the Wealth 150 earlier this month on the news of their departure.

Luke Biermann has managed the Schroder European Smaller Companies Fund for five years. The fund performed well over his tenure and our analysis suggests the manager added value through his strong stock selection over this time, although we consider this to be a relatively short track record. Luke Biermann also does not have experience of running a fund dedicated to UK smaller companies. We are therefore not considering the fund for re-admission to the Wealth 150 list of our favourite funds across the major sectors at this time. We will monitor the fund under its new management and keep investors informed if our views change. Past performance is not a guide to future returns.

Find out more about this fund including how to invest

Please read the key features/key investor information document in addition to the information above.

Important information - Please remember the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. This article is provided to help you make your own investment decisions, it is not advice. If you are unsure of the suitability of an investment for your circumstances please seek advice. No news or research item is a personal recommendation to deal.


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