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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 7,579 across all filing types
Latest filing 2025-03-21 Proxy Solicitation & In…
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
Proxy form (deemed)
Proxy Solicitation & Information Statement Classification · 100% confidence The document is a cover letter and proxy form sent to shareholders regarding the upcoming Annual General Meeting (AGM). Key indicators are the explicit mention of 'Annual Report and Accounts and Notice of Annual General Meeting 2025', the date and location of the 'Annual General Meeting – Thursday 1 May 2025', and the inclusion of a detailed 'Proxy Form' with voting resolutions (e.g., electing directors, approving remuneration, receiving the Annual Report). While it mentions the Annual Report and the AGM, the primary function of this specific document is to solicit shareholder votes and provide instructions for the meeting, making it directly related to the AGM process. Therefore, the most appropriate classification is AGM Information (AGM-R), as it contains the notice and materials for the AGM, including the proxy mechanism.
2025-03-21 English
Notice of Annual General Meeting 2025
AGM Information Classification · 100% confidence The document is explicitly titled "2025 Notice of Annual General Meeting" and contains a detailed table of contents including "Notice of Annual General Meeting" and "Explanatory Notes to the Resolutions." The body of the text confirms the date and location of the AGM and presents the formal resolutions (1 through 20) to be voted upon, including the adoption of the Annual Report, dividend declaration, director elections, auditor reappointment, and specific resolutions related to share buybacks and Takeover Code waivers. This content structure is characteristic of the official notice sent to shareholders convening the Annual General Meeting. Therefore, the appropriate classification is AGM Information (AGM-R).
2025-03-21 English
Annual Report and Accounts 2024
Annual Report Classification · 100% confidence The document is a comprehensive report covering a full fiscal year, including detailed sections such as strategic report, governance, financial statements, independent auditor's report, shareholder information, and sustainability disclosures. It mentions the Annual General Meeting date and includes extensive financial performance data, management commentary, and leadership changes. The length is substantial (15,000 characters), indicating it is the full report rather than an announcement or summary. The presence of an independent auditor's report within the document further supports classification as a full annual report. Therefore, this document fits the definition of an Annual Report (10-K). FY 2024
2025-03-21 English
Annual Financial Report
Report Publication Announcement Classification · 100% confidence The document is a short announcement (under 5,000 characters) from Schroders PLC notifying the public that the 2024 Annual Report and Accounts and the Notice of the 2025 Annual General Meeting have been submitted to the Financial Conduct Authority and are available for inspection via the National Storage Mechanism. Per the 'Menu vs Meal' rule, this is an announcement of the availability of reports rather than the reports themselves, making it a Report Publication Announcement (RPA).
2025-03-21 English
Form 8.3 - Assura Plc
Major Shareholding Notification 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' related to securities involved in a takeover situation (Assura plc and Primary Health Properties Plc). This type of mandatory disclosure regarding interests in securities during a takeover bid is a specific regulatory filing. While it is a regulatory filing, the specific nature points towards a specialized disclosure rather than the general 'RNS' fallback. However, Form 8.3 disclosures are typically disseminated via the Regulatory Information Service (RNS) and are not covered by the other specific codes like 10-K, ER, or DIV. Given the options, 'RNS' (Regulatory Filings) is the most appropriate general category for mandatory takeover disclosures disseminated through the RNS system when a more specific code (like DIRS for insider trading or TAR for M&A announcement) doesn't perfectly capture the nature of this specific disclosure form (Form 8.3). Since 'RNS' is defined as the fallback for miscellaneous filings that do not neatly fit, and this is a specific regulatory disclosure disseminated via RNS, I will use RNS.
2025-03-21 English
Form 8.3 - Aviva Plc
Regulatory Filings Classification · 98% confidence The document is explicitly titled 'FORM 8.3' and references 'Rule 8.3 of the Takeover Code (the "Code")'. This form is a 'PUBLIC OPENING POSITION DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' related to an offer involving Aviva plc and Direct Line Insurance Group Plc. This type of mandatory disclosure concerning interests in securities during a takeover/merger scenario is a specific regulatory filing related to insider/significant shareholder activity during a takeover bid. While it relates to insider dealings (DIRS) or M&A (TAR), the specific nature of Form 8.3 under the Takeover Code makes it a highly specific regulatory disclosure. Since there is no specific code for 'Takeover Code Disclosure Form 8.3', and it is a mandatory regulatory filing disseminated via RNS, it falls best under the general 'Regulatory Filings' (RNS) category, as it is not a Director's Dealing (DIRS) which typically refers to Form 3/4/5 equivalents, nor is it the M&A announcement itself (TAR). Given the context of mandatory disclosure via RNS, RNS is the most appropriate general classification.
2025-03-21 English

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