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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
December 09, 2002 at 07:00 PM
Dec. 6, 2002 — Portfolio manager Ira Unschuld, who has kept the Schroder Capital Ultra Fund/Inv (SMCFX) ahead of its competitors since its inception, is stepping down.
Unschuld will leave at the end of the month to start his own investment firm, a spokeswoman for Schroder Investment Management North America said.
He will be replaced on the Ultra fund and the Schroder Capital US Opportunities/Inv (SCUIX) by Jenny B. Jones, a former Morgan Stanley money manager who had run the Morgan Stanley Special Value/A Fund (SVFAX) from its start in 1996.
The $215-million Ultra fund was up 18.1% this year through November, while the average small-cap blend fund gained 7.3%. Schroder Ultra returned 75.8%, on average, for the five years ended in October, compared to a return of 1.4% by its peers.
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