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 7,590 across all filing types
Latest filing 2023-07-28 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 - LondonMetric Property PLC
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 (mentioning 'LondonMetric Property plc' as the offeree). This type of mandatory disclosure related to takeover activity and insider/significant shareholder dealings is a specific regulatory filing. While it relates to director/insider dealings (DIRS), Form 8.3 is a specific Takeover Code filing that falls under the broader category of regulatory announcements, but given the specific nature of the disclosure (dealing disclosure related to a takeover bid), it is best classified as a general Regulatory Filing (RNS) or potentially DIRS if the context was purely insider trading, but RNS is the most appropriate catch-all for specific regulatory forms not explicitly listed, especially those originating from RNS/LSE.
2023-07-28 English
Form 8.3 - Impellam Group 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' concerning an offeror/offeree (Impellam Group plc). 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 not explicitly covered by the provided definitions (AGM-R, 10-K, AR, MANG, CT, CAP, DVA, DLST, DIRS, ER, SR, XLSX, FS, CGR, IRAT, IR, IP, LTR, TAR, MRQ, MDA, NAV, DIV, PSI, RNS, DEF 14A, RPA, SHA, POS). However, the document is a formal regulatory filing disseminated via RNS (Regulatory News Service) concerning a transaction/position related to a takeover bid (TAR). Since the document details personal share transactions by an entity (Schroders plc) in relation to an offer, it strongly relates to insider trading/dealing (DIRS) or takeover activity (TAR). Given that Form 8.3 is a mandatory disclosure under the Takeover Code, and it details dealings/positions related to an offer, it fits best under the general regulatory filing category (RNS) or potentially Director's Dealing (DIRS) if the entity is considered an insider in that context, or Takeover Activity (TAR). Since it is a specific disclosure related to a takeover situation, TAR is a strong candidate, but RNS is the most accurate catch-all for specific regulatory forms not explicitly listed. Revisiting the definitions: DIRS is for 'Report of personal share transactions by company directors and executives (insider trades)'. Schroders plc is a major shareholder/stakeholder in the context of the offer, making this a dealing disclosure. TAR is for 'Merger proposals or takeover bids'. Since this is a direct disclosure mandated by the Takeover Code regarding an ongoing offer, TAR is highly relevant. However, RNS is the distribution channel and the most general regulatory filing type. Given the highly specific nature of Form 8.3, which is a mandatory disclosure during a takeover, I will classify it as RNS as it is a general regulatory announcement that doesn't perfectly map to DIRS (which usually implies directors) or TAR (which is broader M&A activity, not just the disclosure form itself). Form 8.3 is a standard regulatory filing disseminated via RNS.
2023-07-28 English
Directorate Change
Board/Management Information Classification · 99% confidence The document explicitly announces changes to the company's Board of Directors: the appointment of Annette Thomas as an Independent Non-executive Director and the resignation of Paul Edgecliffe-Johnson. This content directly matches the definition for Board/Management Information (MANG). The presence of the RNS Number and the closing statement referencing RNS and the London Stock Exchange confirms it is a formal regulatory announcement, but the subject matter is specifically about management changes.
2023-07-27 English
Half-year Report
Earnings Release Classification · 100% confidence The document explicitly states 'Half-year results to 30 June 2023 (unaudited)' and provides detailed financial tables comparing H1 2023 results against H1 2022 and H2 2022. It includes key performance indicators, segment analysis (Asset Management, Wealth Management, Solutions), and commentary from the CEO regarding the period's performance. This content structure and focus on a six-month period strongly indicate a comprehensive interim financial report, which corresponds to the 'Interim / Quarterly Report' definition (IR). Although it is an announcement, the document text provided is extensive (over 6,000 characters) and contains the core financial data, making it the report itself rather than just a brief announcement of publication (RPA). H1 2023
2023-07-27 English
Form 8.3 - Impellam Group PLC
Director's Dealing 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 an offer (Impellam Group plc). This type of disclosure relates to insider/significant shareholder dealings during a takeover scenario. While it involves dealings, the specific regulatory form (Form 8.3) and the context of a takeover bid strongly align with disclosures related to insider transactions or major shareholdings during a corporate action. Since there is a specific category for 'Director's Dealing' (DIRS) and 'Major Shareholding Notification' (MRQ), I must choose the most appropriate one. Form 8.3 is a mandatory disclosure under the Takeover Code for parties involved in an offer holding 1% or more. This is fundamentally a disclosure of a position and dealing by an interested party, which is closely related to insider trading/director dealings, but more specifically tied to takeover activity. Given the options, 'Director's Dealing' (DIRS) is the closest fit for reporting personal share transactions by executives/insiders, even though this specific form is broader (any person with 1%+ interest during a bid). However, the document also details a sale of shares (Section 3(a)). If the discloser (Schroders plc) is not a director, DIRS might be technically inaccurate, but it captures the essence of insider/significant transaction reporting better than other options. Let's re-evaluate the options: DIRS is for directors/executives. MRQ is for changes in significant share ownership (crossing thresholds). Since this is a mandatory disclosure under the Takeover Code (Rule 8.3) concerning interests in securities during an offer, it is a highly specific regulatory filing related to ownership changes during a bid. Given the structure, it is a specific type of insider/major shareholder disclosure. Since Form 8.3 is a specific regulatory filing related to takeover interests, and 'Director's Dealing' (DIRS) covers insider transactions, I will classify it as DIRS as it reports personal dealings/positions of a significant entity involved in the securities of the target company, which is the closest functional match among the provided codes for insider/significant transaction reporting. If 'Takeover Disclosure' were an option, it would be preferred. Given the choices, DIRS is the best fit for reporting executive/insider transactions, which this disclosure strongly resembles in function, even if the reporting entity is an investment manager.
2023-07-26 English
Form 8.3 - Impellam Group plc
M&A Activity Classification · 95% 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 offeror/offeree (Impellam Group plc). This type of disclosure relates to insider dealings or significant ownership changes during a takeover scenario. While it involves director/insider activity (related to DIRS), the specific context of a takeover disclosure (Form 8.3) and the mention of the Takeover Code strongly suggest it is a specialized regulatory filing related to M&A activity or significant shareholding changes during a bid. Given the options, 'Director's Dealing' (DIRS) covers personal transactions by executives, but this is specifically tied to a takeover bid disclosure (Form 8.3). 'Major Shareholding Notification' (MRQ) is for crossing ownership thresholds generally, not specifically takeover-related disclosures like Form 8.3. 'M&A Activity' (TAR) is the closest fit as Form 8.3 is mandatory during takeover offers. However, since the core action is reporting a position/dealing by an interested party under the Takeover Code, and it is a mandatory regulatory disclosure, it fits best under the general 'Regulatory Filings' (RNS) category if TAR is too broad, or DIRS if focusing on the insider aspect. Since Form 8.3 is a specific regulatory filing mandated by the Takeover Panel, and it details ownership/dealings related to an ongoing offer, it is a specialized regulatory disclosure. Given the options, 'Director's Dealing' (DIRS) is often used for insider transactions, but this is broader (any person with >1% interest during a bid). 'Regulatory Filings' (RNS) is the best general fit for specific, non-standard regulatory forms like this, or 'M&A Activity' (TAR) due to the context of the Takeover Code. Since the document is a specific, mandatory disclosure form (Form 8.3) related to a takeover situation, and it details ownership/dealings, I will classify it as a specific regulatory filing related to M&A activity (TAR) or the general regulatory filing bucket (RNS). Given the structure, RNS is the safest fallback for specific, non-standard forms, but TAR captures the context of the Takeover Code reference. Let's re-evaluate: Form 8.3 is a mandatory disclosure during a takeover. TAR covers M&A activity. This is a direct consequence of M&A activity. I will select TAR as it is more specific than RNS, although RNS is also plausible for any non-listed form.
2023-07-20 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.