Schroder Income Portfolio Z Inc
This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Management
| Name of company | Schroder Unit Trusts Limited |
| Phone | 0800 182 2399 |
| Website | - |
| Address | 1 London Wall Place - London EC2Y 5AU United Kingdom |
Fund
| Domicile | GBR |
| Legal structure | Unit Trust |
| UCITS | No |
| Inception date | 15/12/2010 |
Managers
| Fund manager | Alex Funk |
| Manager start date | 12/11/2021 |
| Biography | Alex has many years of financial services experience which ranges from Discretionary Fund Management, Corporate Finance, Banking, Capital Raising, Private Equity to Venture Capital. Alex started managing a discretionary fund management business in South Africa and Mauritius, where he designed and managed model portfolios for financial advisors and wealth management firms across the world. Alex has extensive experience in managing Multi-Asset Portfolios in the UK and is responsible for a range of Portfolios and Funds. Alex holds a Bcom Honours in Financial Analysis (Cum Laude) from the University of Stellenbosch, South Africa and is a CFA Charterholder. |
| Fund manager | Rob Starkey |
| Manager start date | 01/03/2024 |
| Biography | Rob joined Schroders in May 2021 and co-manages the Schroder Investment Solutions range of funds and models. He started managing multi-asset model funds in 2013, and has experience in both the South African and UK markets. Robert is a CFA Charterholder, and has passed the CAIA, CIPM, and CFP examinations. He holds degrees in Economics (Cum Laude), Financial Planning (First Class), and a Masters in Investment Management (Distinction). |
| Fund manager | Ryan Paterson |
| Manager start date | 01/03/2024 |
| Biography | Ryan joined Schroders in May 2021 and co-manages the Schroder Investment Solutions range of products. He has over 20 years’ experience in the investment industry, with previous roles including Research Manager, Proprietary Trader and Investment Analyst. Ryan is a Chartered Financial Analyst (CFA) charterholder and also holds the Investment Management Certificate (IMC). |
AJ Bell Management Limited (company number 03948391), AJ Bell Securities Limited (company number 02723420) and AJ Bell Asset Management Limited (company number 09742568) are authorised and regulated by the Financial Conduct Authority. All companies are registered in England and Wales at 4 Exchange Quay, Salford Quays, Manchester M5 3EE. See website for full details. AJ Bell procures the provision of the Morningstar Licensed Tools on an “as is” basis and does not guarantee the performance of or accept liability for the Licensed Tools. To the maximum extent permitted by law, AJ Bell excludes liability for the Licensed Tools, including liability for any failure, interruption, delay or defect in the performance of any Licensed Tool, unless it arises as a direct result of the negligence of AJ Bell.
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