Schroder UK Smaller Companies Fund

Select share classes

Schroder UK Smaller Companies Fund Z Accumulation GBP

Category UK Small-Cap Equity


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

£1.558

arrow-up£0.007 (+0.45%)

Fund Code

SCUKZ

B76V7Z9

GB00B76V7Z98

Prices updated as at 28 Mar 2024
|
Prices in GBP

Investment objective
The Fund aims to provide capital growth in excess of the FTSE UK Series Small Cap 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 small-sized UK companies. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of small-sized UK companies. These are companies that are incorporated, headquartered or have their principal business activities in the UK and, at the time of purchase, are similar in size to those comprising the bottom 10% by market capitalisation of the UK equities market.

Fund statusOpen
Fund typeUnit Trust
Fund managerAndrew Brough
1.56
1.38
Fund comparative indexFTSE Small Cap Ex Invest Trust TR GBP
UK Smaller Companies
-
0.91
0.07
0.00
UK Small-Cap Equity
No
Fund providerSchroder Unit Trusts Limited
Share class launch date08 Nov 2011
£310.39m
-
1.67
-
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.