Schroder UK Mid 250 Z Inc

Fund

Fund Info

  • Yield History2.01%
  • 3 Year sharpe0.39
  • 3 Year alpha-1.01
  • Distribution Typeincome
  • BenchmarkFTSE 250 Ex Investment Trust TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.91%
  • SectorUK All Companies
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B76V7X74

Investment Strategy

The Fund aims to provide long term capital growth by investing in equity and equity related securities of companies listed in the FTSE 250 Index. The Fund invests at least 80% of its assets in equity and equity related securities of UK companies listed in the FTSE 250 Ex- Investment Companies Index. The Investment Manager believes that these investments can potentially offer faster rates of profit and dividend growth and higher long-term returns than their larger counterparts. The Fund may also invest in former components of, or expected entrants into, that index if the Investment Manager believes it may be advantageous to do so. The Fund may also invest in collective investment schemes, warrants and money market instruments, and hold cash.