Schroder Dynamic Planner Port 3 Z Acc (FUND:BF783D5) - Fund price


Fund Report

Schroder Dynamic Planner Portfolio 3 Z Accumulation GBP

Management
Name of CompanySchroder Unit Trusts Limited
Fund CompanySchroders
Phone0800 718 777
Website-
Address1 London Wall Place
London EC2Y 5AU
United Kingdom
Fund
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSNo
Inception Date12/12/2017

Fund Advisor(s)

Schroder Investment Management Ltd
Managers
Fund ManagerJoe Le Jehan
Manager Start Date12/12/2017
EducationDurham University, B.A.
BiographyJoe Le Jehan is Fund Manager, Multi-Manager at Schroders, Joe is responsible for managing a range of multi-asset, multi-manager portfolios for both retail and institutional clients. He joined Schroders in 2013 and is based in London. Joe was a Fund Analyst, Multi-Manager at Cazenove Capital Management from 2008 to 2012, responsible for broad fund analysis with regard to a range of in house Multi-Manager portfolios and the wider group buy list. He was a Senior Fund Analyst at Brewin Dolphin Securities from 2005 to 2008, responsible for broad fund analysis with regard to the group's fund buy list, used by in-house wealth managers. He was a Senior Associate at PriceWaterhouseCoopers from 2000 to 2004, working in the Retail Funds group, within the Assurance and Business Advisory Services division. Qualifications: CFA Charterholder; BA in Economics from Durham University.
Fund ManagerMarcus Brookes
Manager Start Date12/12/2017
EducationUniversity of Stirling, M.S.
University of Greenwich, B.A.
BiographyMarcus Brookes is the Head of Multi-Manager at Schroders, which involves leading the Multi-Manger investment team that manages and advises upon Multi-Asset, Multi-Manager solutions, including the Diversity range of funds. The team also advises the wealth managers within Cazenove Capital with respect to fund selection and asset allocation. He joined Schroders in 2013 and is based in London. Marcus was the Head of Multi-Manager at Cazenove Capital from 2008 to 2013, which involved managing the investment process and team behind the Diversity range of funds and advising Cazenove Capital's wealth managers on fund selection and asset allocation. Cazenove Capital was acquired by Schroders in 2013. He was the Deputy Head of Multi-Manager at Gartmore Investment Management from 2003 to 2008, which involved developing a new investment strategy, creating a new product range and manage the assets that were raised. He was a Fund Manager, Multi-Manager at Rothschild Asset Management from 2001 to 2003, which involved managing the Five Arrows Wealth Management service, which was the largest of its nature in the UK at the time. The investment strategy comprised a fund of fund approach. He was an Fund Manager, Fund of Funds at Friends Provident Asset Management (now F&C) from 1994 to 2001, which involved fund research, asset allocation and portfolio construction for four fund of funds. Qualifications: MSc in Investment Analysis with Distinction from University of Stirling; BA in Economics (with honours) from University of Greenwich.
Fund ManagerRobin McDonald
Manager Start Date12/12/2017
BiographyRobin McDonald is a Fund Manager at Schroders, which involves co-managing a range of multi-manager funds. He joined Schroders in 2007 and is based in London. Robin was a Fund Manager at Cazenove Capital (taken over by Schroders in 2013) from 2007 to 2013, which involved co-managing a range of multi-manager funds. He was a Fund Analyst at Gartmore Investment Management from 2003 to 2007, which involved providing analytical support in the management of a range of multi-manager funds.
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