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Schroders PLC — Investor Relations & Filings

Ticker · SDR ISIN · GB00BP9LHF23 LEI · 2138001YYBULX5SZ2H24 IL Financial and insurance activities
Filings indexed 7,579 across all filing types
Latest filing 2025-03-06 Earnings Release
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
Strategy Update and Annual Results 2024
Earnings Release Classification · 95% confidence The document is titled 'Schroders Strategy Update and Annual Results 2024'. It provides a comprehensive summary of the company's financial performance for the fiscal year 2024, including key metrics like AUM, operating profit, and statutory profit, alongside a detailed strategic outlook. While it contains elements of a strategy update, the inclusion of full-year financial tables and performance analysis classifies it as an Earnings Release (ER) or a summary of the Annual Report. Given the structure and the focus on the initial announcement of annual results, 'ER' is the most accurate classification. FY 2024
2025-03-06 English
Directorate Changes
Board/Management Information Classification · 100% confidence The document explicitly announces changes in the company's board of directors: Deborah Waterhouse is stepping down, and Iain Mackay is succeeding Ian King as Senior Independent Director, effective after the AGM. This content directly matches the definition for Board/Management Information. The presence of 'RNS Number' and the closing statement about RNS being the news service of the London Stock Exchange confirms it is a regulatory announcement, but the specific subject matter dictates the classification over the general RNS fallback. The document length (2819 chars) is short, but the content is the primary announcement itself, not just a notice that a report is attached.
2025-03-06 English
Strategy Update and Annual Results 2024
Report Publication Announcement Classification · 99% confidence The document is a short announcement (3693 characters) released via RNS (Regulatory News Service) on March 6, 2025. The key phrases are: "Strategy Update and Annual Results 2024 have been submitted in unedited full text to the Financial Conduct Authority's National Storage Mechanism" and it provides links to view the associated PDF document. This structure—announcing the publication of a full report (Annual Results) and providing access links rather than containing the full report content itself—fits the definition of a Report Publication Announcement (RPA). Although it relates to Annual Results, the document's function here is to announce the availability of those results, not to be the results document (like a 10-K or IR).
2025-03-06 English
Form 8.3 - Direct Line Insurance Group 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 a 'PUBLIC OPENING POSITION DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE' related to an offer involving 'Direct Line Insurance Group plc' and 'Aviva Plc'. This type of mandatory disclosure regarding interests in securities during a takeover process is a specific regulatory filing. Since it is a formal disclosure mandated by a regulatory body (The Takeover Panel) and does not fit the definitions for 10-K, ER, IR, or specific management/governance reports, it falls under the general category for regulatory announcements that are not otherwise specified. The presence of the RNS Number and the footer mentioning RNS and the London Stock Exchange confirms its nature as a regulatory filing, making 'RNS' the most appropriate general classification, although 'TAR' (M&A Activity) is related, the document itself is the required disclosure form, not the M&A announcement itself.
2025-03-05 English
Form 8.3 - Aviva 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 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 context is a specific regulatory filing. Since the document is a direct regulatory filing concerning a takeover situation, it fits best under the general 'Regulatory Filings' category (RNS) or potentially a specific M&A related category. Given the options, 'RNS' (Regulatory Filings) is the most appropriate general classification for a Form 8.3 filing, which is disseminated via the RNS service. It is not a general M&A announcement (TAR) but a specific disclosure required during the M&A process.
2025-03-05 English
Form 8.3 - TI Fluid Systems PLC
Major Shareholding Notification Classification · 99% 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 relates to disclosures required during a takeover or merger situation concerning interests in securities. While it is a regulatory filing, the specific nature of reporting director/insider dealings or major shareholdings during a takeover context aligns most closely with disclosures related to insider transactions or major ownership changes. Since the document details the 'Interests and short positions' and 'DEALINGS' of Schroders plc in relation to an offer involving TI Fluid Systems PLC, it is a specific type of insider/major shareholder disclosure. Among the provided codes, 'DIRS' (Director's Dealing) is the closest analogue for reporting personal/insider transactions, although this is technically a 'Rule 8.3' filing related to a takeover. However, given the options, filings related to insider transactions or significant ownership changes during corporate actions are often grouped. Since it is a mandatory disclosure related to a takeover situation (which often involves M&A activity or significant ownership shifts), and it details specific dealings, it is a highly specific regulatory disclosure. If we strictly follow the definitions, it is not a standard Director's Dealing (DIRS) as it's a Rule 8.3 disclosure by a major shareholder/concert party during a takeover. The most appropriate general regulatory category for mandatory disclosures not covered elsewhere is 'RNS' (Regulatory Filings). However, since it details dealings by a party involved in an offer, it is highly specific. Given the context of takeover rules and dealing disclosures, and the lack of a specific 'Takeover Disclosure' code, 'RNS' serves as the best fit for a mandatory, specific regulatory filing that isn't a standard financial report or management change.
2025-03-05 English

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