Schroder UK Dynamic Smaller Coms Z Inc

Fund
This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History1.28%
  • 3 Year sharpe0.77
  • 3 Year alpha4.49
  • Distribution Typeincome
  • BenchmarkFTSE Small Cap Ex Invest Trust TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.95%
  • SectorUK Smaller Companies
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B5VQ0123

Investment Strategy

The Fund aims to provide capital growth in excess of the FTSE Small Cap ex Investment Trust (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.

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