Schroder UK Mid Fund

Select share classes

Schroder UK Mid 250 Fund Z Income GBP

Category UK Mid-Cap Equity


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

£1.20

arrow-up£0.007 (+0.59%)

Fund Code

SCDIZ

B76V7X7

GB00B76V7X74

Prices updated as at 27 Mar 2024
|
Prices in GBP

Investment objective
The Fund aims to provide long term capital growth in excess of the FTSE 250 ex Investment Trusts (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 companies listed in the FTSE 250 Index ex Investment Trusts. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of UK companies listed in the FTSE 250 ex - Investment Trusts index. These are companies that are incorporated, headquartered or have their principal business activities in the UK.

Fund statusOpen
Fund typeUnit Trust
Fund managerAndrew Brough
1.2
1
Fund comparative indexFTSE 250 Ex Investment Trust TR GBP
UK All Companies
-
0.91
0.15
0.00
UK Mid-Cap Equity
No
Fund providerSchroder Unit Trusts Limited
Share class launch date08 Nov 2011
£574.06m
-
2.80
-
Annually
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.

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.