Schroder UK Mid 250 Fund Z Accumulation GBP

Category UK Mid-Cap Equity

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

Last buy/sell price

£1.844

arrow-up£0.00 (+0.00%)

Fund Code

SCDAZ

B76V7S2

GB00B76V7S22

Prices updated as at 19 Dec 2025

Prices in GBP

Investment objective

The Fund aims to provide long term capital growth in excess of the FTSE 250 ex Investment Trusts (Gross Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of companies listed in the FTSE 250 Index ex Investment Trusts. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of UK companies listed in the FTSE 250 ex - Investment Trusts index. These are companies that are incorporated, headquartered or have their principal business activities in the UK.

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.

Annual performance (%)

Year	This fund	UK Mid-Cap Equity
30 Sep 14 - 30 Sep 15	5.63	14.70
30 Sep 15 - 30 Sep 16	0.32	7.82
30 Sep 16 - 30 Sep 17	22.59	18.43
30 Sep 17 - 30 Sep 18	3.25	4.57
30 Sep 18 - 30 Sep 19	-6.86	0.15
30 Sep 19 - 30 Sep 20	-11.61	-8.68
30 Sep 20 - 30 Sep 21	46.18	36.56
30 Sep 21 - 30 Sep 22	-25.62	-29.87
30 Sep 22 - 30 Sep 23	19.48	10.21
30 Sep 23 - 30 Sep 24	19.40	18.19
30 Sep 24 - 30 Sep 25	15.30	5.62

Trailing returns (%)

Year	This fund	UK Mid-Cap Equity
1 Day	0.22	0.17
1 Month	5.55	3.11
3 Months	3.07	1.57
6 Months	7.71	2.72
1 Year	19.20	7.50
3 Years annualised	13.30	7.06
5 Years annualised	8.59	2.43

Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.

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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