Schroder US Smaller Comp Z Inc

Fund

Fund Info

  • Yield History0.10%
  • 3 Year sharpe1.03
  • 3 Year alpha2.13
  • Distribution Typeincome
  • BenchmarkRussell 2000 TR GBP
  • Legal StructureUnit Trust
  • Fund Size (month end)Unit Trust
  • OCF0.91%
  • SectorNorth American Smaller Companies
  • Manager GroupSchroders
  • DomicileUnited Kingdom
  • ISINGB00B7LDLC53

Investment Strategy

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