SCHRODER UK MID 250 Z
Invests in equities from the FTSE 250 ex investment companies index.
PRICE (INC)
105.3p
PRICE (ACC)
129.1p
INITIAL CHARGE
0%
ANNUAL MANAGEMENT CHARGE
0.91%
ONGOING CHARGE
0.91%
YIELD
3.1%
1 YEAR
5.38%Prices as at 04 Dec 2023.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
Fund summary
| Sector | UK All Companies |
|---|---|
| Structure | UNIT TRUST |
| Launched | November 2011 |
| Size | £549m |
| Yield | 3.1% |
| Dividends paid | September |
Charges
| Standard Initial Charge | 0% |
|---|---|
| Initial Charge Via BestInvest | 0% |
| Additional Bid/Offer Spread | 0% |
| Annual Management Charge | 0.91% |
| Ongoing Charges Figure | 0.91% |
Investment Process
The Fund's objective is to achieve long-term capital growth by investing in the medium-sized companies listed on the FTSE 250 (ex IT) Index. The primary influence on the portfolio is bottom up stock selection with individual stock weightings reflecting a combination of investment conviction and assessment of the stock’s likely volatility. Ongoing fundamental research generates an “investment triangle”, allocating investment opportunities into three categories. Generally the fund manager invests in growing companies with a unique product or service for which demand is strong and which have pricing power, while avoiding companies operating in industries where supply exceeds demand.
The information on this website is not intended to be advice or a recommendation to buy, sell or hold any investment mentioned. The value of investments and the income from them can go down as well as up and you may not get back the amount invested.
Past performance is not a guide to future performance. View full risk warning