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Schroders Personal Wealth (ACD)

We are responsible for the day-to-day management of the SPW Funds, ensuring that they are managed in line with their objectives, strategy and principles.

Below you will find key information and documents associated with the SPW Fund range.

Contact SPW (ACD)

Call us

+44 (0) 344 822 8910

We’re available Monday to Friday, 9am–5:30pm, excluding bank holidays.

Calls may be monitored and recorded and call costs may vary depending on your service provider.

Email us

schroderspw@linkgroup.co.uk

Email is not a secure method of communication, so please do not include personal information in any emails you send to us.

Access the value of your investments with SPW (ACD)

Read our guide on how to use the portal here.

SPW funds portal

Relevant articles

Latest monthly review and outlook

A summary of factors driving the market during July, covering the global economy as well as major asset classes.

July 2023

June's monthly review and outlook

A summary of factors driving the market during June, covering the global economy as well as major asset classes.

June 2023

May's monthly review and outlook

A summary of factors driving the market during May, covering the global economy as well as major asset classes.

May 2023

Protecting yourself against fraud

Fraudsters are constantly developing their tactics and looking for new ways to steal your money. It is important to recognise a scam and understand how you can help protect yourself.

Avoiding common investment scams

Tech tips

We could all be unwittingly giving criminals many opportunities to steal directly from us or to steal our identities and commit fraud against ourselves or others.

Top tips for helping to stay safe online

Assessment of Value Report

The Financial Conduct Authority requires authorised fund managers, like Schroders Personal Wealth (SPW) Authorised Corporate Director (ACD), to assess the overall value of their funds in an annual publication called the Assessment of Value. SPW (ACD) welcomes this initiative to build closer relationships with our clients through transparent and client friendly analysis of our funds.

Our assessment relates to SPW Funds only. While some of these funds are used in our sister company’s wealth model portfolio services (PDPS, IPS), these model portfolios are not assessed in this report.

Assessment of Value 2022

Proposed Schemes of Arrangement

It is proposed that the following funds will be merged via a Scheme of Arrangement:

  • SPW Adventurous Solution into SPW Dynamic Solution

  • SPW Defensive Solution into SPW Cautious Solution

  • SPW Strategic Solution into SPW Dynamic Solution

Shareholder meetings to consider each proposal will be held on 17 October 2023.

Further information

Responsible Investment

There is a growing awareness of how companies conduct themselves, particularly with regards to how they impact the environment and society as a whole. As a responsible business, we want to ensure that we are assessing these impacts when managing your investments.

We are, therefore, introducing responsible investment criteria to the way we select investments across our range of funds. The changes will take effect from 30th November 2022.

Understand more about responsible investing

Before investing you should understand the following documents

Key Investor Information Documents (KIIDs) - these summarise the key information relating to individual funds, including the risks.

Prospectuses - are legal documents that contain information about the make-up of your funds, how they’re invested, the risks involved, details about the fund manager, fees and expenses and other information.

Factsheets – are updated regularly and show share-class performance as well as providing fund manager commentary, the top 10 holdings and (where relevant) a breakdown of the underlying investments in the fund.

What next?

If you want to make a new investment, top up an existing investment or switch between different funds, you’ll find all the relevant forms below to download and complete.

  • Read the latest version of the Key Investor Information Document(s) (KIIDs) for the fund(s) you want to invest in – these can be accessed via the links above. In addition, please read the Supplementary Investor Information Document (SIID).

  • Complete the relevant form – we’ve included application forms for a new investment (both ISA and General Investment Account), a fund-switch form, fund-top-up form and redemption forms. We’ve also included an ISA Transfer (In) Form if you want to transfer an ISA held elsewhere to SPW (ACD).

Forms

Documents

Notes:

In the normal course of business transaction costs are incurred by the funds when the fund managers buy and sell investments. Please refer to the Schroders Personal Wealth Transaction Costs document for the transaction costs for your fund(s).

For details of our remuneration policy, please click here.