Schroder US Smaller Companies Fund A Accumulation GBP

Category US Small-Cap Equity


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Last buy/sell price

£43.82

arrow-up£0.63 (+1.46%)

Fund Code

0781015

GB0007810152

Prices updated as at 28 Mar 2024
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Prices in GBP

Investment objective
The Fund aims to provide capital growth in excess of the Russell 2000 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 small-sized US companies. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of small-sized US companies. These are companies that, at the time of purchase, are similar in size to those comprising the bottom 20% by market capitalisation of the North American equity market. The Fund may invest in small-sized Canadian companies.

Fund statusOpen
Fund typeUnit Trust
Fund managerRobert Kaynor
43.82
35.61
Fund comparative indexRussell 2000 NR GBP
North American Smaller Companies
-
1.67
0.28
-
US Small-Cap Equity
No
Fund providerSchroder Unit Trusts Limited
Share class launch date14 Feb 1990
£718.29m
-
-
-
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

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