Schroder UK Smaller Companies Z Inc

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Trading AccountISAJISASIPP

Fund Info

  • Yield History0.96%
  • 3 Year sharpe0.03
  • 3 Year alpha4.55
  • Distribution Typeincome
  • BenchmarkFTSE Small Cap Ex Invest Trust TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.91%
  • IA SectorUK Smaller Companies
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B76V8019

Investment Strategy

The Fund aims to provide capital growth in excess of the FTSE UK Series Small Cap 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 small-sized UK companies. The Fund is actively managed and 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.

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