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



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

£1.199

arrow-up£0.007 (+0.59%)

Fund Code

SCMCL

BDD2JX9

GB00BDD2JX95

Prices updated as at 04 Dec 2020
|
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.

Company name
Schroder Unit Trusts Limited
Fund launch date
01 Jun 2001
Domicile
United Kingdom
UCITS
Yes
Fund manager
Robert Kaynor
Manager start date
10 Jan 2018
Fund manager biography
Bob 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 Director/Portfolio Manager at Ramius Capital Group from 2003 to 2010, which involved co-managing a hedged equity product with a goal of generating non-correlated positive returns whilst managing risk. He was a Partner/Analyst at Barbary Coast Capital Management from 2000 to 2003, which involved co-managing a long/short equity hedge fund focused on small and mid cap equities. He was a Analyst/Assistant Portfolio Manager at RCM Capital Management from 1994 to 2000, which involved working exclusively on a domestic long only small cap product recommending and covering equities. Qualifications: CFA Charterholder; BSc in Economics with Financial Applications from Southern Methodist University.
Head office
1 London Wall Place
London
United Kingdom
EC2Y 5AU
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