Invests in medium sized US equities with a growth at a reasonable price style
Prices as at 10 Aug 2022.
We don’t currently provide commentary on this fund.
Past performance is not an indication of future performance.
Capital at risk.
|Dividends paid||31 Jul|
|Standard Initial Charge||0%|
|Initial Charge Via BestInvest||0%|
|Additional Bid/Offer Spread||0%|
|Annual Management Charge||0.75%|
|Ongoing Charges Figure||0.92%|
The investment approach for this fund is identical to the existing Schroder US Small Cap fund which is also managed by Jenny Jones and her team with the exception that it invests mainly in mid cap companies, although there will be some overlap between the two. The portfolio structure is built primarily through bottom-up stock selection. The final portfolio is usually a combination of turnaround situations (0-20%), mis-priced growth opportunities (50-60%) and steady earners (20-50%). Invariably these companies will have a strong market position, financial strength (with a particular emphasis on cash-flow) and the ability to grow their earnings at a sustainable rate. The fund manager avoids fashionable, high-flying stocks, devoting more time to researching under followed and misunderstood companies on reasonable valuations. Stock ideas are sourced in-house and from third parties.
Past performance is not a guide to future performance. View full risk warning