Schroder Tellworth UK Dynamic Absolute Return Fund

This fund is managed by Schroder Unit Trusts Limited, which is a member of the Schroders Group. Premier Fund Mangers Limited is the investment manager.

More information about the fund, including key fund documentation such as the KIID and prospectus, is provided by Schroders Unit Trust Limited and is available from their website.

Fund objective

The fund aims to achieve an absolute return (after fees have been deducted) by investing in equity and equity related securities of UK companies. Absolute returns means the fund seeks a positive return over rolling 12-month periods in all market conditions, but this cannot be guaranteed and your capital is at risk.

Asset class

Alternatives

Currency

GBP & EUR

Launched

07 September 2009

Domicile

UK

Structure

UCITs

Fund managers

Paul Marriage, fund manager

John Warren, fund manager

Johnnie Smith, fund manager

James Gerlis, fund manager

Paul Marriage joined Premier Miton in June 2024 from Tellworth Investments. With John Warren, Paul founded Tellworth Investments in October 2017. He joined Cazenove Capital in 2005 and became Head of UK Dynamic at Schroders in 2013 after the acquisition of Cazenove. Prior to this, Paul was Head of UK Small Cap investments at Insight Investments and an analyst at GH Asset Management

John Warren joined Premier Miton in June 2024 from Tellworth Investments. With Paul Marriage, John founded Tellworth Investments in October 2017. He joined Cazenove Capital in 2010, moving to Schroders in 2013 after the acquisition of Cazenove. Prior to this, John worked at UBS, Investec Bank and HSBC in UK equities and before this PriceWaterhouseCoopers.

Johnnie Smith joined Premier Miton in June 2024 from Tellworth Investments which he joined in June 2020 as a Fund Manager. Previously he was an analyst at CZ Capital researching UK mid and large cap equities across multiple sectors before becoming a portfolio manager at the firm, managing long/short mandates. Prior to that he worked at JP Morgan in Equity Sales as a UK Specialist.

James Gerlis joined Premier Miton from Tellworth Investments in June 2024. Previously he was a Fund Manager with Tellworth Investments since it was founded in October 2017. James was also Responsible Investment Lead at Tellworth. He joined Tellworth after spending 7 years at BlackRock, where he worked as an Analyst on the UK Equity and Global Emerging Markets Equity teams.

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