Schroder US Mid Cap Z Acc


Fund Info

  • Yield History0.23%
  • 3 Year sharpe1.00
  • 3 Year alpha-0.97
  • Distribution Typeaccumulation
  • BenchmarkRussell 2500 TR USD
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.91%
  • SectorNorth America
  • Manager GroupSchroders
  • DomicileUnited Kingdom

Investment Strategy

The Fund aims to provide capital growth and income by investing in equity and equity related securities of mediumsized US companies. The Fund invests at least 70% of its assets in equity and equity related securities of medium-sized 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.