Schroder US Mid Cap Z Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.37%
  • 3 Year sharpe0.22
  • 3 Year alpha-4.31
  • Distribution Typeaccumulation
  • BenchmarkRussell 2500 TR USD
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.91%
  • IA SectorNorth America
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B7LDLV43

Investment Strategy

The Fund aims to provide capital growth and income in excess of the Russell 2500 Total Return Lagged (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 medium-sized US companies. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of mediumsized US companies. These are companies that, at the time of purchase, are similar in size to those comprising the bottom 40% by market capitalisation of the North American equity market.

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