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SCHRODER UK MID 250 Z

Bestinvest LogoInvests 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%
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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.

The Fund aims to provide long term capital growth in excess of the FTSE 250 ex Investment Trusts (Gross Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of companies listed in the FTSE 250 Index ex Investment Trusts. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of UK companies listed in the FTSE 250 ex - Investment Trusts index. These are companies that are incorporated, headquartered or have their principal business activities in the UK.

Fund summary

SectorUK All Companies
StructureUNIT TRUST
LaunchedNovember 2011
Size£549m
Yield3.1%
Dividends paidSeptember

Charges

Standard Initial Charge0%
Initial Charge Via BestInvest0%
Additional Bid/Offer Spread0%
Annual Management Charge0.91%
Ongoing Charges Figure0.91%

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