Schroder US Smaller Companies Fund Z Accumulation GBP

Schroder US Smaller Companies Fund Z Accumulation GBP
Schroder Unit Trusts Limited
Unit Trust
North American Smaller Companies
0.91 %
Risk Rating
3 Year Sharpe
3 Year Alpha
0 %
Russell 2000 TR GBP
The Fund aims to provide capital growth by investing in equity and equity related securities of small-sized US companies. The Fund invests at least 80% of its assets in equity and equity related securities of small-sized US companies. These are companies that, at the time of purchase, are similar in size to those comprising the bottom 20% by market capitalisation of the North American equity market. The Fund may also invest in small-sized Canadian companies.
Holding %
Schroder ISF US Dollar Liqdty I Acc USD 6.25 %
Ciena Corp 1.57 %
Brown & Brown Inc 1.48 %
Idacorp Inc 1.38 %
Brunswick Corp 1.28 %
Oxford Industries Inc 1.26 %
First Citizens BancShares Inc (DE) Class A 1.23 %
Entegris Inc 1.22 %
Steven Madden Ltd 1.18 %
Reinsurance Group of America Inc 1.17 %
Region %
United States 98.01 %
Sector %
Consumer Cyclical 18.90 %
Financial Services 18.47 %
Industrials 17.67 %
Technology 15.44 %
Healthcare 9.81 %
Real Estate 6.18 %
Basic materials 5.04 %
Schroder Unit Trusts Limited
EC2Y 5AU, London, United Kingdom
Legal Structure
Unit Trust


Robert Kaynor
Joined 01/22/2013

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.

Jenny Jones
Joined 12/30/2002

Jenny Jones is the Head of US Small and SMID Cap Equities at Schroders, which involves managing the US Small and SMID Cap Equities portfolios and leading the investment team. She joined Schroders in 2002 and is based in New York. Jenny joined Schroders in 2002 as Head of US Small Cap Equity and since joining, has built a strong team of six analysts who are solely dedicated to the Small and Smid Cap Strategies. She was the Manager of Morgan Stanley Special Value Fund at Morgan Stanley Investment Management from 1996 to 2002, which involved managing the Morgan Stanley Special Value Fund and later the Small & Mid Cap Strategy from inception. She was the Head of the Small Cap Value Department at Oppenheimer Capital, L.P from 1990 to 1996. She was a Portfolio Manager at Mutual of America Life Insurance Co from 1983 to 1990, it was in this role where Jenny was first given the opportunity to manage small cap assets and she remains focused on this area today. Qualifications: MBA from New York University; BA (Honors) from Yale University.

Data provided by Morningstar.

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