Schroder US Mid Cap Fund L Accumulation GBP

Category US Mid-Cap Equity

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

Last buy/sell price

£1.76

arrow-up£0.017 (+0.98%)

Fund Code

SCMCL

BDD2JX9

GB00BDD2JX95

Prices updated as at 11 Dec 2025

Prices in GBP

Investment objective

The Fund aims to provide capital growth and income in excess of the Russell 2500 Total Return Lagged (Net 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 medium-sized 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.

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.

Our view

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

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.

Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.