Schroder US Smaller Companies Fund Z Income GBP header image

Schroder US Smaller Companies Fund Z Income GBP

Fund

ISIN GB00B7LDLC53 / Valor 18270696

NAV (2025-11-28)
GBP 2.08+0.34%

Schroder US Smaller Companies Fund Z Income GBP
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The Schroder US Smaller Companies Fund primarily invests at least 80% of its assets in stocks of small-sized U.S. companies, specifically those within the bottom 20% by market capitalization in the North American equity market. Additionally, the fund may include small Canadian companies to diversify its portfolio. By actively selecting these smaller firms, the fund aims to tap into niche growth areas and capitalize on the faster growth potential typically associated with smaller businesses. This focused approach seeks to achieve capital growth by leveraging the unique opportunities available in the dynamic small-cap segment.

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Tags:
us equities small cap russell 2000 investment association north american smaller companies

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OTHER SHARE CLASSES OF THIS FUND

Schroder US Smaller Companies Fund A Accumulation GBP
Schroder US Smaller Companies Fund A Accumulation GBP Schroder US Smaller Companies Fund A Accumulation GBP Valor: 404178
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Annual Return

-50%0%+50%

Risk level

110
0.34%GBP 47.00
Schroder US Smaller Companies Fund A Income GBP
Schroder US Smaller Companies Fund A Income GBP Schroder US Smaller Companies Fund A Income GBP Valor: 404177
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.34%GBP 47.00
Schroder US Smaller Companies Fund Z Accumulation GBP
Schroder US Smaller Companies Fund Z Accumulation GBP Schroder US Smaller Companies Fund Z Accumulation GBP Valor: 18270695
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.33%GBP 2.10