Schroder UK Mid 250 Z Acc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History1.13%
  • 3 Year sharpe0.06
  • 3 Year alpha-0.42
  • Distribution Typeaccumulation
  • BenchmarkFTSE 250 Ex Investment Trust TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.91%
  • IA SectorUK All Companies
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B76V7S22

Investment Strategy

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.

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