Schroder UK Mid 250 Fund X Income GBP header image

Schroder UK Mid 250 Fund X Income GBP

Fund

ISIN GB00BNV5MP31 / Valor null

NAV (2024-12-24)
GBP 0.47+1.27%

Schroder UK Mid 250 Fund X Income GBP
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General Objective

The fund aims to provide long term capital growth in excess of the FTSE 250 ex Investment Trusts (Gross Total Return) Index over a 3 to 5 year period by investing in equities of companies listed in the FTSE 250 ex Investment Trusts.

Fund Exposure

The fund invests at least 80% of its assets in equities of UK companies listed in the FTSE 250 Ex-Investment Trusts Index. The investment manager believes that these investments can potentially offer faster rates of profit and dividend growth and higher long-term returns than their larger counterparts. The fund may also invest in former components of, or expected entrants into, that index if advantageous.

Risks

The fund may invest directly or indirectly in other securities, countries, regions, industries, or currencies, collective investment schemes, warrants, and money market instruments, and hold cash. The fund may use derivatives with the aim of reducing risk or managing the fund more efficiently.

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Source

https://www.schroders.com/en-gb/uk/individual/fund-centre/?language=en&location=uk&channel=individual&clientId=schdr&clientVersion=v1&externalId=SCHDR_F0GBR04S19&r=%2Ffund%2FSCHDR_F0GBR04S19%2F&fundName=Schroder-UK-Mid-250-Fund-A-Accumulation-GBP

Tags:
uk equities mid cap ftse 250 investment association uk all companies

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Schroder UK Mid 250 Fund L Income GBP
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Schroder UK Mid 250 Fund A Accumulation GBP
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Schroder UK Mid 250 Fund A Income GBP
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Schroder UK Mid 250 Fund Q Accumulation GBP
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