Schroder UK Smaller Companies Z Acc

Fund

Fund Info

  • Yield History1.15%
  • 3 Year sharpe0.62
  • 3 Year alpha2.14
  • Distribution Typeaccumulation
  • BenchmarkFTSE Small Cap Ex Invest Trust TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.91%
  • SectorUK Smaller Companies
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B76V7Z98

Investment Strategy

The Fund aims to provide capital growth by investing in equity and equity related securities of small-sized UK companies. The Fund 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.