Schroder US Smaller Comp Z Acc

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This fund can be held in
Trading AccountISAJISASIPP

Fund Info

  • Yield History0.37%
  • 3 Year sharpe0.21
  • 3 Year alpha-0.73
  • Distribution Typeaccumulation
  • BenchmarkRussell 2000 TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.91%
  • IA SectorNorth American Smaller Companies
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B7LDL923

Investment Strategy

The Fund aims to provide capital growth in excess of the Russell 2000 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 small-sized US companies. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of small-sized US companies. These are companies that, at the time of purchase, are similar in size to those comprising the bottom 20% by market capitalisation of the North American equity market. The Fund may invest in small-sized Canadian companies.

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