Schroder US Mid Cap Fund Z Accumulation GBP

Name
Schroder US Mid Cap Fund Z Accumulation GBP
Manager
Schroder Unit Trusts Limited
Type
Unit Trust
ISIN
GB00B7LDLV43
Sector
North America
Launched
10/02/2012
OCF
0.91 %
Risk Rating
2
3 Year Sharpe
0.63
3 Year Alpha
-2.03
Yield
0.2 %
Benchmark
Russell 2500 TR USD
The Fund aims to provide capital growth and income in excess of the 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 %
Advance Auto Parts Inc 1.81 %
Reinsurance Group of America Inc 1.75 %
Fortune Brands Home & Security Inc 1.70 %
Schroder ISF US Dollar Liqdty I Acc USD 1.69 %
Assurant Inc 1.53 %
Crown Holdings Inc 1.50 %
Aramark 1.48 %
Dolby Laboratories Inc 1.44 %
KAR Auction Services Inc 1.43 %
Catalent Inc 1.42 %
Region %
United States 98.46 %
Sector %
Consumer Cyclical 21.18 %
Technology 17.27 %
Financial Services 16.26 %
Industrials 14.47 %
Healthcare 10.35 %
Real Estate 7.08 %
Name
Schroder Unit Trusts Limited
Address
EC2Y 5AU, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Robert Kaynor
Joined 01/10/2018

Bob Kaynor is Co-Portfolio Manager and Research Director US Small and Smid Cap Equities at Schroders, which involves being an important part of the investment decision making process and the co-ordination of the analyst team. Robert is the co-portfolio manager with Jenny Jones. Robert joined Schroders as a senior equity analyst in 2013 and became Research Director in 2014. 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.

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