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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 2025-02-26 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 - Equals 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 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 (in this case, involving 'Equals Group plc'). This type of disclosure, mandated by the UK Takeover Code, relates to insider dealings or significant position 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). Since it is a specific regulatory filing related to a takeover/insider interest disclosure that doesn't fit the other specific categories, the most appropriate fallback category is 'Regulatory Filings' (RNS), as it is a mandatory public disclosure disseminated via RNS.
2025-02-26 English
Holding(s) in Company
Major Shareholding Notification Classification · 99% confidence The document is clearly identified by the header 'RNS Number : 4181Y' and contains the standard format for 'TR-1: Standard form for notification of major holdings'. This form is used to report changes in significant share ownership, which directly corresponds to the definition of Major Shareholding Notification. Although it is distributed via RNS, the specific content is a notification of a change in holding crossing a threshold (from 4.034% to 5.199%), making 'MRQ' (Major Shareholding Notification) the most precise classification over the general 'RNS' fallback.
2025-02-25 English
Form 8.3 - Aviva Plc
Regulatory Filings Classification · 95% confidence The document is explicitly titled 'FORM 8.3 PUBLIC OPENING POSITION 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 a mandatory disclosure related to takeover activity, specifically detailing shareholdings and dealings of a party involved in an offer (Aviva plc and Direct Line Insurance Group Plc are mentioned). This type of filing, concerning insider/major shareholder activity during a takeover process, is a specific regulatory disclosure. While it is a regulatory filing, it is not a general RNS announcement, nor is it a standard 10-K, ER, or IR. Since there is no specific code for 'Takeover Disclosure Form 8.3', and it is a formal regulatory filing disseminated via RNS, the most appropriate classification among the provided options is the general regulatory fallback, RNS, as it represents a mandatory filing to the Takeover Panel and RNS system.
2025-02-25 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 disclosure, mandated by the UK Takeover Code, relates to insider/major shareholder positions during a takeover scenario. While it contains detailed financial position data, its primary function is regulatory disclosure related to a specific corporate action (takeover) and is disseminated via RNS (Regulatory Information Service). Since there is no specific code for Takeover Disclosures (Rule 8.3), and it is a mandatory regulatory filing disseminated through the RNS system, the most appropriate classification is the general regulatory filing category, RNS, as it is not a standard 10-K, ER, or IR. It is a specific regulatory filing announcement.
2025-02-25 English
Form 8.3 - Wood Group (John) Plc
Regulatory Filings Classification · 95% confidence The document is explicitly titled 'FORM 8.3' and concerns '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 form relates to disclosures required during a takeover or merger situation involving 'Wood Group (John) plc'. While it is a regulatory disclosure related to M&A activity, the specific form type (Form 8.3) is a specialized filing under the UK Takeover Code, which is not explicitly listed among the primary categories (like TAR for M&A activity in general). However, the content is a mandatory regulatory filing concerning interests in securities during a takeover process. Given the options, this is a highly specific regulatory disclosure. Since it is not a general announcement (RPA/RNS) but a specific regulatory form detailing ownership positions during a takeover, it relates closely to M&A activity (TAR). However, Form 8.3 is a specific type of insider/stakeholder disclosure during a bid, which is often categorized under general regulatory filings if a more specific code isn't available. Since the document is a formal, structured regulatory filing distributed via RNS, and it deals with interests in securities during a potential takeover, it fits best under the general 'Regulatory Filings' (RNS) as a fallback, or potentially 'Director's Dealing' (DIRS) if the discloser was a director, but here it is a major shareholder/controller disclosure (Schroders plc). Given the structure and the fact that it is a mandatory disclosure under the Takeover Code, RNS is the most appropriate general regulatory bucket for this specific form type when TAR (M&A Activity) is usually reserved for the bid announcement itself, and DIRS is for directors' personal trades. I will classify it as RNS as it is a standard regulatory disclosure form distributed via RNS.
2025-02-25 English
Form 8.3 - Assura Plc
Major Shareholding Notification Classification · 99% confidence The document is explicitly titled 'FORM 8.3 - PUBLIC OPENING POSITION 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 interests and dealings in securities during a takeover offer (in this case, involving Assura plc). This type of disclosure, mandated by the UK Takeover Code, relates to insider/significant shareholder activity during a corporate action. While it involves share transactions, it is a specific regulatory filing related to a takeover/merger context, which is often categorized under general regulatory announcements or specific transaction types. Given the options, 'Director's Dealing' (DIRS) is for directors' personal trades, which this is not strictly (it's Schroders plc disclosing a position). 'M&A Activity' (TAR) covers merger proposals, but this is a disclosure *during* an ongoing situation. The most fitting general category for a specific, mandatory disclosure related to a takeover event, especially one that isn't a full report or a standard earnings release, is often the general regulatory filing category, RNS, or potentially TAR if the context strongly implies an active M&A event. Since Form 8.3 is a mandatory disclosure under the Takeover Code, and it details share positions and dealings related to an offeror/offeree, it falls under specific regulatory reporting. Given the options, and recognizing that this is a specific regulatory disclosure related to a potential takeover situation (Assura plc), it is best classified as a Regulatory Filing (RNS) as it is a standard, required disclosure disseminated via RNS, or potentially TAR. However, Form 8.3 is a specific disclosure type that doesn't perfectly match the definitions provided for TAR (M&A Activity - merger proposals/takeover bids). Since it is a mandatory disclosure disseminated through the RNS system, RNS is the safest general regulatory classification if a more specific one isn't available. Upon review, Form 8.3 is a specific disclosure required during a takeover. Since the document explicitly deals with an offeror/offeree relationship, it is highly related to M&A Activity (TAR). However, the structure and nature strongly align with mandatory regulatory reporting disseminated via RNS. Given the strict definitions, and the fact that this is a disclosure *about* a position during an offer, I will classify it as a Regulatory Filing (RNS) as it is a standard, required disclosure disseminated via RNS, which is the fallback for specific regulatory announcements not covered elsewhere. If 'Takeover Disclosure' were an option, it would be preferred. RNS serves as the best fit for mandatory, non-financial report disclosures.
2025-02-24 English

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