Schroder US Mid Cap Fund Inc

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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£-0.002 (-0.14%)

Fund Code




Prices updated as at 27 Oct 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.

Fund statusOpen
Fund typeUnit Trust
Fund managerRobert Kaynor
Fund comparative indexRussell 2500 TR USD
North America
US Mid-Cap Equity
Fund providerSchroder Unit Trusts Limited
Share class launch date01 Oct 2013
Please note that some funds may have small additional incidental charges that are not shown here. Where these charges do exist they are included within the variable ongoing costs in the Pre-sale Illustration.

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