Schroder US Mid Cap Fund Z Accumulation GBP

Schroder US Mid Cap Fund Z Accumulation GBP
Schroder Unit Trusts Limited
Unit Trust
North America
0.91 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0.3 %
Russell 2500 TR USD
The fund aims to provide capital growth and income in excess of Russell 2500 Total Return 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 medium-sized US companies.
Holding %
Assurant Inc 1.98 %
Fortune Brands Home & Security Inc 1.97 %
Brunswick Corp 1.66 %
Catalent Inc 1.66 %
Encompass Health Corp 1.65 %
Sabre Corp 1.64 %
Pentair PLC 1.59 %
Dolby Laboratories Inc 1.55 %
Reinsurance Group of America Inc 1.54 %
Western Alliance Bancorp 1.54 %
Region %
United States 99.25 %
Sector %
Consumer Cyclical 18.20 %
Financial Services 18.08 %
Technology 16.78 %
Healthcare 13.09 %
Industrials 12.67 %
Real Estate 6.24 %
Schroder Unit Trusts Limited
EC2Y 5AU, London, United Kingdom
Legal Structure
Unit Trust


Robert Kaynor
Joined 01/10/2018

Bob Kaynor is Head of US Small and Mid Cap Equities and Portfolio Manager at Schroders, which involves being an important part of the investment decision making process and the co-ordination of the analyst team. Robert joined Schroders as a senior equity analyst in 2013, became Research Director in 2014 and Co-Portfolio Manager in 2018 alongside Jenny Jones. He joined Schroders in 2013 and is based in New York. Bob was the Chief Investment Officer and Managing Member at Ballast Capital Group from 2010 to 2013, which involved managing a fundamental long/short portfolio. He was a Managing Director/Portfolio Manager at Ramius Capital Group from 2003 to 2010, which involved co-managing a hedged equity product with a goal of generating non-correlated positive returns whilst managing risk. He was a Partner/Analyst at Barbary Coast Capital Management from 2000 to 2003, which involved co-managing a long/short equity hedge fund focused on small and mid cap equities. He was a Analyst/Assistant Portfolio Manager at RCM Capital Management from 1994 to 2000, which involved working exclusively on a domestic long only small cap product recommending and covering equities. Qualifications: CFA Charterholder; BSc in Economics with Financial Applications from Southern Methodist 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.