Schroder UK Mid Cap (SCP)

Category UK Mid-Cap Equity

This investment trust can be held in an Investment ISA, SIPP and Investment Account

Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% or a dash please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.

If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.

Sell

700.00p

Buy

704.00p

arrow-up6.00p (+0.86%)

Discount/Premium

-6.99%

Estimated NAV

748.31p

Prices updated at 17 Dec 2025, 16:15 GMT

Prices minimum 15 mins delay

Prices in GBX

Investment objective

The Company will predominantly invest in companies from the FTSE 250 Index, but may hold up to 20% of its portfolio in equities and collective investment vehicles outside the benchmark index. The Company may also invest in other collective investment vehicles where desirable, for example to provide exposure to specialist areas within the universe.

FTSE All-Share

0.88%

LSE

Important documents: Please ensure that you have read the Key Information Document/Technical Guide , Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.

Company name

Schroder Unit Trusts Limited

Legal structure

Closed Ended Investment Company

Domicile

United Kingdom

Fiscal year end

30 Sep 2026

Launch date

30 Apr 2003

Lead manager

Jean Roche

Lead manager start date

27 Sep 2016

Lead fund manager biography

Jean Roche is a member of the Pan European Small and Mid Cap team at Schroders. She has co-managed the Schroder UK Mid Cap Fund plc since she joined Schroders in 2016. Jean was an analyst and fund manager at Hargreave Hale (now Canaccord) from 2013 and previously worked on the sell-side for 10 years at Panmure Gordon and Morgan Stanley. Her investment career commenced in 1999. Jean is a member of the Code Committee of the UK’s Takeover Panel since May 2024. Qualifications: Chartered Financial Analyst; MSc in Financial and Industrial Mathematics from Dublin City University and BA Mathematics and French from National University of Ireland, Galway.

Head office

1 London Wall Place

London

United Kingdom

EC2Y 5AU

0800 182 2399

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Company website

Important Information

Investment values, and income from investments, can go down as well as up, so you may get back less than you invest. This is not a personal recommendation for a specific investment. If you're not sure which investments are suitable for you, consult Fidelity's advisers or another authorised financial adviser. The information contained herein: is proprietary to Morningstar and/or its content providers; may not be copied or distributed; and is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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