Schroder UK Mid Cap

Name
Schroder UK Mid Cap
Manager
Schroders Investment Management
Type
Closed Ended Investment Company
ISIN
GB0006108418
Sector
UK All Companies
Launched
18/05/1983
OCF
0.93 %
Risk Rating
4
3 Year Sharpe
0.31
3 Year Alpha
-2.03
Yield
2.3 %
Benchmark
FTSE 250 TR GBP
Fund Size
£ 171.76 million
NAV
575
Gearing
100
Discount Premium
-16
The strategy is to invest principally in the investment universe associated with the benchmark index, but with an element of leeway in investment remit to allow for a conviction-driven approach and an emphasis on specific companies and targeted themes. The Company may also invest in other collective investment vehicles where desirable, for example to provide exposure to specialist areas within the universe. Therefore, the Company may hold up to 20% of its portfolio in equities and collective investment vehicles outside the benchmark index. The manager expects to be fully invested and to borrow up to 25% of total assets when appropriate.
Holding %
SSP Group PLC 3.59 %
Homeserve PLC 3.36 %
Renishaw PLC 3.21 %
Phoenix Group Holdings 2.80 %
Grainger PLC 2.57 %
Intermediate Capital Group PLC 2.57 %
IG Group Holdings PLC 2.37 %
Brewin Dolphin Holdings PLC 2.32 %
Bodycote PLC 2.31 %
Diploma PLC 2.29 %
Region %
United Kingdom 98.08 %
Sector %
Consumer Cyclical 25.64 %
Financial Services 19.44 %
Industrials 17.87 %
Technology 8.53 %
Real Estate 8.26 %
Basic materials 6.57 %
Name
Schroders Investment Management
Address
London, United Kingdom
UCITS
No
Legal Structure
Closed Ended Investment Company

Managers

Jean Roche
Joined 09/27/2016

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
Joined 04/30/2003

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.

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