Skip to main content
Schroders PLC logo

Schroders PLC — Investor Relations & Filings

Ticker · SDR ISIN · GB00BP9LHF23 LEI · 2138001YYBULX5SZ2H24 IL Financial and insurance activities
Open in API
Filings indexed 7,586 across all filing types
Latest filing 2024-02-21 Regulatory Filings
Country GB United Kingdom
Listing IL SDR

About Schroders PLC

https://www.schroders.com/

Schroders PLC is a global asset and wealth management company. It serves a diverse international clientele, including institutions, financial intermediaries, high-net-worth individuals, and family offices. The firm provides a broad range of actively managed investment solutions that span both public and private markets. Key business areas include comprehensive wealth management services, delivered through brands such as Cazenove Capital, and specialized private asset management, including renewable infrastructure investments. The company leverages its global platform and expertise to help clients achieve their financial goals.

Recent filings

Filing Released Lang Actions
Form 8.3 - Redrow Plc
Regulatory Filings Classification · 95% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is used for 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' in the context of a takeover bid (mentioning 'Redrow plc' and 'Barratt Developments Plc'). This type of mandatory disclosure related to insider/significant shareholder activity during a takeover bid does not fit neatly into the standard financial report categories (10-K, IR, ER, etc.). It is a specific regulatory filing related to market conduct during a corporate action. Since it is a specific regulatory disclosure that isn't covered by the other specialized codes (like DIRS for general director dealing, or MRQ for general major shareholding changes), the most appropriate classification is the general regulatory filing fallback, RNS (Regulatory Information Service), as this is the mechanism through which such information is disseminated in the UK.
2024-02-21 English
Form 8.3 - LondonMetric Property Plc
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is used for 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' concerning an offeror/offeree (LondonMetric Property plc). This type of disclosure relates to insider/major shareholder dealings during a takeover situation. While it involves dealings, the specific regulatory form (Form 8.3) and context (Takeover Code) point towards a specialized regulatory filing related to corporate actions, rather than the general 'Director's Dealing' (DIRS) which usually refers to Form 3/4/5 filings under securities law, or a general 'Regulatory Filing' (RNS). However, among the provided options, 'Director's Dealing' (DIRS) is the closest category for insider transaction reporting, even though this is specifically takeover-related. Given the context of dealing disclosures related to a takeover, and the lack of a specific 'Takeover Disclosure' code, 'DIRS' (Director's Dealing) is the most appropriate fit for reporting personal/insider transactions, or 'RNS' as a general regulatory filing. Since this is a mandatory disclosure under the Takeover Code regarding interests/dealings in securities during an offer, and it is disseminated via RNS, I will classify it as 'DIRS' as it directly concerns insider transactions/holdings related to an offer, which is a form of dealing disclosure. If DIRS is too narrow, RNS is the fallback. Given the content is purely about holdings and dealings during a takeover bid, DIRS is the best fit among the specific options related to insider activity.
2024-02-21 English
Form 8.3 - Barratt Developments Plc
Major Shareholding Notification Classification · 96% confidence The document explicitly states it is a 'FORM 8.3' titled 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' under 'Rule 8.3 of the Takeover Code'. This type of disclosure relates to interests in securities during a takeover situation involving Barratt Developments PLC and Redrow Plc. This specific filing relates to insider/major shareholder dealing disclosures during a takeover process. While it involves dealing, the specific context of Rule 8.3 of the Takeover Code points towards a specialized regulatory filing related to M&A activity or insider disclosure, which is not explicitly covered by DIRS (Director's Dealing) as this is a major shareholder/concert party disclosure under the Takeover Code. However, the structure and content (disclosure of interests and dealings in securities related to an offer) strongly align with filings made public via an RNS service. Given the options, 'Director's Dealing' (DIRS) is for personal trades by directors, and 'M&A Activity' (TAR) is for the proposal itself. Since this is a mandatory disclosure under the Takeover Code regarding interests in securities during an offer, and it is disseminated via RNS, the most appropriate general regulatory category that captures mandatory, specific disclosures not covered elsewhere is 'Regulatory Filings' (RNS), as it is a specific regulatory form (Form 8.3) disseminated through the Regulatory Information Service (RNS). If a more specific code existed for Takeover Code disclosures, that would be preferred, but RNS serves as the best fit for mandatory, non-standard regulatory announcements.
2024-02-21 English
Form 8.3 - Smith (DS)
Regulatory Filings Classification · 95% confidence The document is explicitly titled 'FORM 8.3 PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' and references 'Rule 8.3 of the Takeover Code'. This form is used to disclose insider dealings or significant ownership changes related to a takeover offer. This type of disclosure, especially when filed via RNS (Regulatory Information Service) and concerning takeover activity, is a specific regulatory filing. While it details director/insider dealings (which might suggest DIRS), the context of 'Takeover Code' and 'Form 8.3' makes it a specialized regulatory disclosure. Since there is no specific code for 'Takeover Disclosure' and it is a mandatory regulatory filing disseminated via RNS, it fits best under the general 'Regulatory Filings' (RNS) category, as it is not a standard DIRS report (which usually relates to Form 4/5 or similar routine insider trading reports, not specifically takeover code disclosures) and is not a general earnings release or annual report. Given the options, RNS is the most appropriate catch-all for specific, non-standard regulatory forms.
2024-02-21 English
Form 8.3 - Currys Plc
Major Shareholding Notification Classification · 96% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code (the "Code")'. This form is used for 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' concerning an offer for 'Currys Plc'. This type of mandatory disclosure regarding interests in securities during a takeover/merger situation is a specific regulatory filing. While it relates to M&A activity (TAR), the specific form (Form 8.3) and the context of insider/major shareholder disclosure under the Takeover Code strongly align with filings related to insider transactions or major shareholding notifications, but given the context of the Takeover Code disclosure, it is a specific regulatory filing related to an ongoing M&A event. Since there is no specific code for 'Takeover Code Disclosure Form 8.3', and it is a mandatory regulatory filing disseminated via RNS, the most appropriate general category is 'Regulatory Filings' (RNS), as it is a specific regulatory announcement that doesn't fit the broader definitions like DIRS (Director's Dealing) or MRQ (Major Shareholding Notification, which usually relates to crossing thresholds outside of a formal offer period). However, Form 8.3 is fundamentally about disclosing interests/dealings in the context of an offer, which is a highly specific regulatory event. Given the options, RNS is the safest fallback for a specific regulatory form not explicitly listed, but let's re-evaluate against DIRS and MRQ. DIRS is for director personal trades. MRQ is for crossing major shareholding thresholds generally. This is a disclosure under the Takeover Code, which is highly specific. Since the document is a formal regulatory filing disseminated via RNS, and it details positions and dealings related to a specific offer, RNS is the best fit among the provided codes for a miscellaneous, specific regulatory filing not covered elsewhere. The document length is substantial (9617 chars), so it is not an RPA.
2024-02-20 English
Form 8.3 - Redrow
Regulatory Filings Classification · 98% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code'. This form is used for 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' in the context of a takeover offer (Redrow plc is mentioned as the offeree). This type of disclosure relates to insider dealings or significant ownership changes during a takeover scenario. While it involves director/insider activity (similar to DIRS), the specific context of the Takeover Code disclosure (Form 8.3) is a specialized regulatory filing related to M&A activity or significant ownership shifts during a bid. Given the options, this is a specific regulatory disclosure related to a takeover/M&A event. However, the core content is a disclosure of share dealings/interests by a major shareholder (Schroders plc) during a potential takeover. This fits best under the general umbrella of regulatory filings related to ownership changes during a bid, which is often captured by 'Regulatory Filings' (RNS) if a more specific M&A code (like TAR for the bid itself) isn't appropriate for the disclosure form. Since it is a formal disclosure mandated by the Takeover Code and distributed via RNS, 'RNS' (Regulatory Filings) is the most appropriate general classification for this specific regulatory form, as 'DIRS' is for general director dealings, and 'TAR' is for the M&A transaction itself, not the required disclosure form.
2024-02-20 English

Browse filings by year

27 years

Report missing filing

Can't find a specific document? Let us know and we'll add it within 24 hours.

We will notify you once the filing is added.
Report sent
Thank you. We will check the data and update it shortly.