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 7,585 across all filing types
Latest filing 2024-05-20 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 - Hipgnosis Songs Fund Limited
Regulatory Filings Classification · 98% 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 is a mandatory disclosure related to takeover activity, specifically detailing shareholdings and dealings of a party involved in an offer (Hipgnosis Songs Fund Limited) by a major shareholder (Schroders PLC). This type of filing, which relates to takeover activity and insider/major shareholder disclosure under specific regulatory codes, fits best under the 'Transaction in Own Shares' (POS) or potentially 'Regulatory Filings' (RNS). However, given the specific nature of reporting dealings related to a takeover bid, it is a specialized disclosure. Since there is no specific code for Takeover Disclosures (like Form 8.3), and it involves reporting transactions/holdings related to a potential M&A event, it is closely related to M&A Activity (TAR). However, Form 8.3 is a specific type of insider/major shareholder disclosure under the Takeover Code, which is distinct from general M&A announcements (TAR). Given the options, 'Director's Dealing' (DIRS) covers insider transactions, but this is a major shareholder disclosure during a takeover. The most appropriate general category for specific, non-standard regulatory disclosures that aren't 10-K, ER, or IR is often RNS, but since it is a specific disclosure about a transaction/position during a takeover, and TAR covers M&A activity, I will check if DIRS or TAR is better. DIRS is for directors' personal trades. This is a major shareholder (Schroders PLC) disclosure during a takeover bid for Hipgnosis. This is a highly specific regulatory filing concerning a transaction/position during a takeover. Since 'TAR' covers M&A activity, and this disclosure is directly triggered by the M&A context (Takeover Code), it is the closest fit among the specialized codes, although RNS is a strong fallback. Given the context of the Takeover Code, it is a transaction disclosure related to an offer. I will classify it as RNS as it is a general regulatory announcement that doesn't fit the other specific transaction/report types, or TAR due to the M&A context. Since it is a mandatory disclosure under the Takeover Code, it is a specific regulatory filing. I will use RNS as the best fit for a specific, non-standard regulatory filing that doesn't map directly to the other defined categories like DIRS or 10-K.
2024-05-20 English
Form 8.3 - Barratt Developments PLC
Regulatory Filings Classification · 98% 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 is a mandatory disclosure related to takeover activity (Barratt Developments PLC and Redrow Plc are mentioned as offeror/offeree and other party). While it contains specific dealing information, its primary function is a regulatory disclosure mandated by the Takeover Code, which falls under the general category of regulatory announcements. Since there is no specific code for Takeover Code Disclosures (like Form 8.3), and it is a mandatory regulatory filing disseminated via RNS, the most appropriate classification is 'Regulatory Filings' (RNS), as it is a specific regulatory announcement that doesn't fit the other detailed categories (like 10-K, ER, or DIRS). The document is clearly a regulatory filing disseminated through RNS.
2024-05-20 English
Form 8.3 - Wood Group (John) plc
Regulatory Filings Classification · 95% 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 is used to disclose interests and dealings in securities related to a takeover offer. This specific type of regulatory disclosure, which deals with insider/major shareholder transactions during a takeover scenario, is not explicitly covered by the provided definitions (like DIRS for general director dealing or MRQ for general major shareholding notification). Since it is a specific regulatory filing related to a takeover, and the document is a formal disclosure disseminated via RNS (Regulatory News Service), the most appropriate general category for specific, non-standard regulatory disclosures that don't fit elsewhere is 'Regulatory Filings' (RNS). However, given the context of director/insider dealing (DIRS) and major shareholding (MRQ), and the fact that this is a mandatory disclosure under the Takeover Code, it is a highly specific regulatory filing. Since 'DIRS' is for general director dealing and 'MRQ' is for general major shareholding changes, and this is a specific takeover-related disclosure, 'RNS' serves as the best fit among the available options for a mandatory, specific regulatory filing not otherwise categorized. The presence of 'RNS Number' and the footer confirming distribution by RNS strongly supports this.
2024-05-20 English
Form 8.3 - Wood Group (John) plc
Major Shareholding Notification Classification · 96% 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 offer for 'Wood Group (John) 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 Code disclosure (Form 8.3) is a specialized regulatory filing. Since there is no specific code for 'Takeover Disclosure Form 8.3', and it is a mandatory regulatory filing disseminated via RNS, it best fits under the general 'Regulatory Filings' category (RNS) or potentially 'Director's Dealing' (DIRS). Given the explicit reference to the Takeover Code and the nature of the disclosure (position disclosure related to an offer), it is a specific regulatory filing. However, 'Director's Dealing' (DIRS) covers personal share transactions by executives. Since this is a disclosure of interests/dealings by Schroders plc (a major shareholder/entity) in relation to a takeover, it is a mandatory regulatory filing related to ownership changes during a corporate action. In the provided schema, 'DIRS' is for personal trades by directors, and 'MRQ' is for major shareholding notifications (crossing thresholds). A Form 8.3 is a specific type of regulatory filing related to takeover activity. Given the options, 'RNS' (General regulatory announcements and fallback) is the most appropriate general category for a specific, non-standard SEC/UK regulatory form like Form 8.3, although it strongly relates to insider/major shareholder activity. Given the structure, it is a mandatory regulatory announcement disseminated via RNS.
2024-05-20 English
Form 8.3 - Equals 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 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 (for 'Equals Group plc'). This type of disclosure, mandated by the UK Takeover Code, 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 a Takeover Code disclosure (Form 8.3) is best categorized under general regulatory announcements, as there is no specific code for 'Takeover Disclosure'. Given the options, 'Regulatory Filings' (RNS) is the most appropriate general category for mandatory regulatory disclosures that don't fit the specific financial report types (10-K, IR, ER, etc.). It is a formal regulatory filing disseminated via RNS.
2024-05-20 English
Form 8.3 - Equals Group PLC
Regulatory Filings Classification · 95% 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 is used to disclose interests and dealings related to a takeover offer (in this case, involving 'Equals Group plc'). This type of disclosure, which relates to insider/major shareholder activity during a takeover scenario, is a specific regulatory filing. While it is a regulatory filing, it is not a standard SEC filing like 10-K or a general announcement (RNS). However, among the provided options, the content most closely aligns with disclosures related to significant shareholdings or transactions, which often fall under general regulatory reporting or specific transaction reporting. Since it is a mandatory disclosure related to a takeover bid under the Takeover Code, and it details ownership percentages and transactions, it is a highly specific regulatory disclosure. Given the options, 'Major Shareholding Notification' (MRQ) covers changes in significant ownership, and 'Director's Dealing' (DIRS) covers insider trades. Since this is a takeover-related disclosure (Form 8.3) detailing ownership >1% and dealings, it is a specific type of insider/major shareholder disclosure. In the context of UK Takeover Code filings, these are often categorized broadly. Since it details ownership (10.805%) and dealings during an offer, it is most analogous to a major shareholding notification or a specific regulatory filing. Given the structure and mandatory nature under the Takeover Code, and the focus on ownership percentage, MRQ is a plausible fit if we interpret it broadly as a major holding disclosure, but the most accurate general category for non-standard, mandatory regulatory disclosures that don't fit elsewhere is RNS. However, Form 8.3 is specifically about interests in securities during a takeover. Let's re-evaluate the options: DIRS is for directors' personal trades. MRQ is for major shareholding notifications (usually crossing thresholds outside of a takeover context). Since this is a mandatory disclosure under the Takeover Code (Rule 8.3) concerning interests in securities during an offer, and it is not a standard financial report, it fits best under the general 'Regulatory Filings' (RNS) category as a specific, non-standard regulatory announcement, or potentially MRQ if we view the 10.805% holding as the primary feature. Given the explicit reference to the Takeover Code and the nature of the disclosure (Form 8.3), RNS is the safest fallback for a specific regulatory filing not explicitly listed. However, Form 8.3 is fundamentally about a person's interest/dealing in securities related to an offer. If we must choose a specific category, MRQ (Major Shareholding Notification) captures the essence of reporting significant ownership changes/positions, even if the context is a takeover. Let's stick to the most specific regulatory category available that relates to ownership disclosure. Since the document is a direct regulatory filing (Form 8.3) published via RNS, RNS is the most accurate classification for this specific type of announcement that doesn't map perfectly to ER, IR, or 10-K.
2024-05-17 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.