Schroder UK Mid 250 Fund Z Acc

Name
Schroder UK Mid 250 Fund Z Acc
Manager
Schroder Unit Trusts Limited
Type
Unit Trust
ISIN
GB00B76V7S22
Sector
UK All Companies
Launched
08/11/2011
OCF
0.91 %
Risk Rating
5
3 Year Sharpe
0.57
3 Year Alpha
-2.53
Yield
1.6 %
Benchmark
FTSE 250 Ex Investment Trust TR GBP
The Fund aims to provide long term capital growth by investing in equity and equity related securities of companies listed in the FTSE 250 Index. The Fund invests at least 80% of its assets in equity and equity related securities of UK companies listed in the FTSE 250 Ex- Investment Companies Index. The Investment Manager believes that these investments can potentially offer faster rates of profit and dividend growth and higher long-term returns than their larger counterparts. The Fund may also invest in former components of, or expected entrants into, that index if the Investment Manager believes it may be advantageous to do so. The Fund may also invest in collective investment schemes, warrants and money market instruments, and hold cash.
Name
Schroder Unit Trusts Limited
Address
EC2V 7QA, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Andy Brough
Joined 11/19/1999

Andrew Brough – Co-Head of Pan European Small and Mid Cap Team. Andrew is Co-Head of our Pan European Small and Mid Cap Team. His investment career commenced in 1987 when he joined Schroders as a UK Equity Fund Manager, becoming Co-Head of our UK Small Cap Team in 2002. He joined Price Waterhouse in 1985, where he qualified as a Chartered Accountant. He has a Degree in Economics.

Data provided by Morningstar.

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