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
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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.

Growth of £1,000 as of 04 Dec 2020, 23:12

Trailing returns (%) as of 04 Dec 2020, 23:12

Annual performance (%)

YearThis fundUS Mid-Cap Equity
30 Sep 09 - 30 Sep 10--
30 Sep 10 - 30 Sep 11--
30 Sep 11 - 30 Sep 12--
30 Sep 12 - 30 Sep 13--
30 Sep 13 - 30 Sep 14--
30 Sep 14 - 30 Sep 1511.885.04
30 Sep 15 - 30 Sep 1635.0929.80
30 Sep 16 - 30 Sep 1712.3611.50
30 Sep 17 - 30 Sep 1812.7916.93
30 Sep 18 - 30 Sep 197.815.94
30 Sep 19 - 30 Sep 20-8.352.44

Trailing returns (%)

YearThis fundUS Mid-Cap Equity
1 Day0.59-0.80
1 Month5.277.32
3 Months11.1210.90
6 Months9.8013.74
1 Year4.087.92
3 Years annualised5.816.89
5 Years annualised12.3711.52
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.