Schroder US Mid Cap Fund L Income GBP header image

Schroder US Mid Cap Fund L Income GBP

Fund

ISIN GB00BDD2JZ10 / Valor 22768276

NAV (2025-02-13)
GBP 1.76-0.62%

Schroder US Mid Cap Fund L Income GBP
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General Objective

The fund aims to provide capital growth and income in excess of the Russell 2500 Total Return Lagged (Net Total Return) Index over a 3 to 5 year period by investing in equities of medium-sized US companies.

Fund Exposure

The fund invests at least 80% of its assets in equities of medium-sized US companies that demonstrate strong growth trends, dependable earnings, and positive change not recognized by the market. It may also invest in other securities, countries, regions, industries, currencies, collective investment schemes, warrants, and money market instruments.

Risks

Risks associated with this fund may include market risk, currency risk, interest rate risk, credit risk, liquidity risk, and derivative risk. The value of investments can go up or down, and investors may not get back the amount they originally invested.

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Source

https://www.schroders.com/en-gb/uk/intermediary/fund-centre/?language=en&location=uk&channel=intermediary&clientId=schroders&clientVersion=v1&externalId=SCHDR_F00000NRHV&r=%2Ffund%2FSCHDR_F00000NRHV%2F&fundName=Schroder-US-Mid-Cap-Fund-Z-Accumulation-GBP

Tags:
us equities mid cap russell 2500 investment association north american

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OTHER SHARE CLASSES OF THIS FUND

Schroder US Mid Cap Fund A Income GBP
Schroder US Mid Cap Fund A Income GBP Schroder US Mid Cap Fund A Income GBP Valor: 1248848
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Annual Return

-50%0%+50%

Risk level

110
-0.66%GBP 2.39
Schroder US Mid Cap Fund Z Accumulation GBP
Schroder US Mid Cap Fund Z Accumulation GBP Schroder US Mid Cap Fund Z Accumulation GBP Valor: 18270692
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.63%GBP 2.22
Schroder US Mid Cap Fund L Accumulation GBP
Schroder US Mid Cap Fund L Accumulation GBP Schroder US Mid Cap Fund L Accumulation GBP Valor: 22562183
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.66%GBP 1.80
Schroder US Mid Cap Fund A Accumulation GBP
Schroder US Mid Cap Fund A Accumulation GBP Schroder US Mid Cap Fund A Accumulation GBP Valor: 1248829
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.66%GBP 2.39
Schroder US Mid Cap Fund Z Income GBP
Schroder US Mid Cap Fund Z Income GBP Schroder US Mid Cap Fund Z Income GBP Valor: 18270694
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.63%GBP 2.19