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Schroders PLC — Investor Relations & Filings

Ticker · SDR ISIN · GB00BP9LHF23 LEI · 2138001YYBULX5SZ2H24 IL Financial and insurance activities
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Filings indexed 7,576 across all filing types
Latest filing 2025-06-16 Major Shareholding Noti…
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 - Mitie Group 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 a 'PUBLIC OPENING POSITION DISCLOSURE/DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' concerning an offer for 'Mitie Group plc'. This type of disclosure relates to insider/major shareholder activity during a takeover scenario. While it is a regulatory filing, the specific nature of reporting interests and dealings during a takeover bid aligns most closely with specialized regulatory announcements rather than general news releases (RNS) or standard financial reports. However, among the provided codes, there is no specific code for 'Takeover Disclosure'. The document details share ownership, short positions, and dealings (sales) related to an offer. Since it is a formal disclosure required by the Takeover Code, and it is not a standard financial report (10-K, IR, ER) or a general announcement (RNS), I must evaluate the closest fit. Director's Dealing (DIRS) is for executive trades, which this is not strictly. Major Shareholding Notification (MRQ) is for crossing ownership thresholds, which is related but this is specifically tied to a takeover. Given the context of mandatory disclosure related to a corporate action (takeover) and the lack of a specific takeover code, the most appropriate general regulatory category that covers specific, mandatory filings not covered elsewhere is 'Regulatory Filings' (RNS), as this is the mechanism through which such information is disseminated to the market via the London Stock Exchange's service.
2025-06-16 English
Form 8.3 - Assura 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 a Public Opening Position Disclosure required when a person acquires or deals in relevant securities during a takeover offer. This type of disclosure relates to insider/major shareholder activity during a specific corporate action (takeover). While it involves share dealings, the specific context of a takeover code disclosure (Form 8.3) is best categorized under filings related to corporate actions or major shareholdings during a bid. Given the options, 'Major Shareholding Notification' (MRQ) covers changes in significant share ownership, and 'Transaction in Own Shares' (POS) is for repurchases/issuance, neither perfectly captures the takeover context. However, the document is a regulatory filing concerning interests in securities during a takeover bid, which is a specific type of regulatory announcement. Since it is a formal disclosure mandated by the Takeover Code, and it details ownership percentages (5.238%) and dealings related to an offer for Assura plc, it fits best under the general regulatory announcement category, RNS, as it is not a standard 10-K, ER, or IR. Furthermore, the document originates from RNS (Regulatory News Service) and contains standard RNS boilerplate language, confirming its nature as a regulatory announcement.
2025-06-16 English
Form 8.3 - Urban Logistics REIT Plc
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details a 'Public Opening Position Disclosure' by a person with interests in relevant securities representing 1% or more, specifically related to M&A activity (Urban Logistics REIT Plc and LondonMetric Property Plc). While it relates to M&A, it is a specific regulatory disclosure form rather than a general M&A announcement (TAR). Given the specific nature of the form and its regulatory purpose, it falls under the RNS (Regulatory Filings) category as the fallback for specific regulatory disclosures.
2025-06-16 English
Form 8.3 - Aviva Plc
Regulatory Filings Classification · 98% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details a person's interests and short positions in relevant securities of an offeror or offeree (in this case, Aviva plc). This type of disclosure is specifically used to notify the market of significant shareholding changes or positions held by parties involved in or connected to a takeover bid. While it relates to shareholdings, it is a regulatory disclosure mandated by the Takeover Panel rather than a standard 'Major Shareholding Notification' (MRQ) or 'Director's Dealing' (DIRS). Given the specific regulatory nature and the context of the Takeover Code, it falls under the category of Regulatory Filings.
2025-06-16 English
Director/PDMR Shareholding
Director's Dealing Classification · 100% confidence The document is an official notification filed via RNS (London Stock Exchange news service) concerning a transaction by a Person Discharging Managerial Responsibilities (PDMR) under UK Market Abuse Regulation (UK MAR). Specifically, it details the exercise of options and subsequent sale of ordinary shares by Johanna Kyrklund, Group CIO and CEO, Public Markets. This type of insider transaction reporting, detailing director/executive dealings, directly corresponds to the 'Director's Dealing' category.
2025-06-16 English
Form 8.3 - Empiric Student Property plc
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a mandatory regulatory filing under the UK Takeover Code. It details the shareholding positions and dealings of a major shareholder (Schroders PLC) in relation to an offeror/offeree (Empiric Student Properties Plc). This type of disclosure is specifically required by the Takeover Panel for market transparency during M&A activity. Since it does not fit into the specific categories of M&A announcements (which are usually from the companies themselves) or other specific categories, it falls under the 'Regulatory Filings' (RNS) category.
2025-06-13 English

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