Schroder UK Mid Cap
|SCTC SHOLO280220 28-Feb-2020 1.546% 28-May-2020||12.28 %|
|Dunelm Group PLC||4.44 %|
|Intermediate Capital Group PLC||3.99 %|
|Spectris PLC||3.20 %|
|Diploma PLC||3.18 %|
|Safestore Holdings PLC||3.11 %|
|Grainger PLC||3.03 %|
|Telecom Plus PLC||2.91 %|
|QinetiQ Group PLC||2.70 %|
|IWG PLC||2.69 %|
|United Kingdom||96.32 %|
|Consumer Cyclical||24.06 %|
|Financial Services||13.75 %|
|Real Estate||10.13 %|
Jean Roche is a Fund Manager at Schroders, responsible for UK equity small and mid cap portfolios. She became co-fund manager of the Schroder UK Mid Cap investment trust in September 2016. She joined Schroders in 2016 and is based in London. Jean was a Fund Manager and Analyst at Hargreave Hale from 2013 to 2016, specialising in medium and smaller companies. She was an Analyst at Morgan Stanley, HM Treasury and Panmure Gordon from 1999 to 2013, working both in Government and on the sell-side.Qualifications: CFA Charterholder; MSc in Financial and Industrial Mathematics from Dublin City University; BA in Mathematics and French from National University of Ireland, Galway.
Andy Brough is the Head of the Pan European Small and Mid Cap team at Schroders, responsible for managing the Schroder UK Mid 250 Fund since its launch in 1999 and the Schroder UK Smaller Companies Fund. He became sole head of the team in 2016, having co-led since 2002. He also took lead management on the Schroder UK Mid Cap investment trust in 2016, having been a manager since May 2003. He joined Schroders in 1987 and is based in London. Andy was a Fund Manager at Schroders from 1987 to 2002, with responsibility for a range of UK mid and small cap retail and institutional portfolios. He began co-managing the Schroder Institutional UK Smaller Companies Fund and the Schroder UK Smaller Companies Fund in 1994. Qualifications: Chartered Accountant; BSc in Economics from Manchester University.
Data provided by Morningstar.
The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.
This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.
You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.