Welcome to Schroders Personal Wealth (ACD) Funds
At Schroders Personal Wealth (ACD) (Authorised Corporate Director), we are dedicated to the day-to-day management of the SPW Funds, ensuring they align with their objectives, strategy, and principles.
Explore below to find key information and documents associated with our diverse SPW Fund range.
Are you investing directly with us?
If you have an Investor ID and manage your investments directly with SPW (ACD), please visit the Direct Investor Hub, your go-to resource. Here, you’ll discover useful documents, help and guidance, and exclusive insights tailored to support you as a direct SPW (ACD) investor.
SPW Dynamic Portfolio - Scheme of Arrangement completed
Following approval by shareholders at the Extraordinary General Meeting (EGM) held on 29 August 2025, the fund was merged into SPW Progressive Portfolio on 13 September 2025.
The following conversion rates were applied to calculate the shares in the SPW Progressive Portfolio:
| Fund name | Share class | Merger ratio |
|---|---|---|
SPW Dynamic Portfolio | Q Accumulation | 1.05687054 |
SPW Dynamic Portfolio | X Accumulation | 1.05735084 |
All shares have been converted as Group 2.
Discover Our Fund Range
The table below provides an overview of SPW’s Fund range.
Before investing, make sure to review the following essential documents:
- Key Investor Information Documents (KIIDs): This document provides a concise overview of the SPW Funds, highlighting the main features such as the nature and key risks of the Fund.
- Prospectuses: A legal document providing all essential details of the SPW Funds. The prospectus explains how the Funds are structured, the investment strategies they use, the risks involved, information about Fund managers and a breakdown of any fees and expenses.
- Factsheets: This is a monthly updated document providing a snapshot of the Funds. It includes the investment objective, the level of risk, the costs involved, past performance, and details about the holdings.
Transparency and Value
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.
We have published our Assessment of Value Report below, summarising our overall findings across our fund ranges. 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.
Resources at your finger tips
Here you will find a list of documents that may be useful as a client of SPW.
STAR accreditation
STAR accreditation is designed to measure, recognise and accredit transfer performance across the industry.
Schroders Personal Wealth (ACD) is proud to be STAR accreditation holders in recognition of our support for the industry initiative.