Schroder US Mid Cap Fund Inc

Select share classes

Schroder US Mid Cap Fund L Accumulation GBP

A Select 50 Fund - Fidelity insight
Category US Mid-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price


arrow-down£-0.003 (-0.21%)

Fund Code




Prices updated as at 17 Sep 2021
Prices in GBP

Investment objective
The Fund aims to provide capital growth and income in excess of the Russell 2500 Total Return Lagged (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 medium-sized US companies. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of mediumsized US companies. These are companies that, at the time of purchase, are similar in size to those comprising the bottom 40% by market capitalisation of the North American equity market.

Our view

Eugen Lazarenco
Research Analyst

The Schroder US Mid Cap Fund investment is managed by Jenny Jones and its objective is to provide capital growth and income primarily through investment in equity securities of medium-sized US companies.

In the eyes of the manager, some of the most compelling investment ideas are generated in the mid-cap segment of the market because it is frequently mispriced.

To equip the fund for different market conditions, Jones buys three types of stocks: mispriced growers, steady eddies and turnaround opportunities.

Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) 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.