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

£1.606

arrow-down£-0.018 (-1.11%)

Fund Code

SCMCL

BDD2JX9

GB00BDD2JX95

Prices updated as at 18 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.

Growth of 1,000 as of 18 Apr 2024, 17:04

10Y

Annual performance (%)

Year	This fund	US Mid-Cap Equity
31 Mar 13 - 31 Mar 14	-	-
31 Mar 14 - 31 Mar 15	30.14	22.68
31 Mar 15 - 31 Mar 16	1.35	-3.20
31 Mar 16 - 31 Mar 17	39.94	34.99
31 Mar 17 - 31 Mar 18	-5.17	-2.35
31 Mar 18 - 31 Mar 19	11.56	12.59
31 Mar 19 - 31 Mar 20	-14.82	-12.78
31 Mar 20 - 31 Mar 21	55.22	60.19
31 Mar 21 - 31 Mar 22	7.54	6.87
31 Mar 22 - 31 Mar 23	-0.61	-4.27
31 Mar 23 - 31 Mar 24	15.60	19.21

Trailing returns (%)

Year	This fund	US Mid-Cap Equity
1 Day	0.37	-0.22
1 Month	-0.61	-0.62
3 Months	5.94	4.56
6 Months	11.23	8.90
1 Year	10.18	9.46
3 Years annualised	4.67	4.52
5 Years annualised	8.40	8.59

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

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.