Schroder US Mid Cap Fund

Select share classes

Schroder US Mid Cap Fund L Accumulation GBP

Category US Mid-Cap Equity
star-filledstar-filledstar-filledstar-filled
This fund can be held in an Investment ISA, SIPP and Investment Account
Last buy/sell price

£1.618

arrow-down£-0.022 (-1.34%)

Fund Code

SCMCL

BDD2JX9

GB00BDD2JX95

Prices updated as at 16 Apr 2024
|
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.
Company name
Schroder Unit Trusts Limited
Fund launch date
01 Jun 2001
Domicile
United Kingdom
UCITS
Yes
Lead manager
Robert Kaynor
Lead manager start date
10 Jan 2018
Lead fund manager biography
Rob Kaynor is Head of US Small and Mid Cap Equities and Portfolio Manager at Schroders, which involves being an important part of the investment decision making process and the co-ordination of the analyst team. Robert joined Schroders as a senior equity analyst in 2013, became Research Director in 2014 and Co-Portfolio Manager in 2018 alongside Jenny Jones. He joined Schroders in 2013 and is based in New York. Bob was the Chief Investment Officer and Managing Member at Ballast Capital Group from 2010 to 2013, which involved managing a fundamental long/short portfolio. He was a Managing Direct
Head office
1 London Wall Place
London
United Kingdom
EC2Y 5AU
Got a question?
Get in touch
we're here to help:
0800 182 2399
Mon-Fri 8am to 6pm

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.