US Small Cap (Closed to New Investors)
Investment Objective
| Schroders' U.S. Small Cap strategy aims to outperform the Russell 2000 Index over a market cycle (typically 3 – 5 years). |
Key Features
- Bottom-up fundamental research focus provides the basis for stock selection
- Focus on companies with strong appreciation potential selling at reasonable valuations
- Portfolio of 100 – 150 stocks a combination of three distinct and complementary types of companies; smoothes volatility and tends to offer protection in down markets
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Investment Risks: All investments involve risks including the risk of possible loss of principal. The market value of the portfolio may decline as a result of a number of factors, including adverse economic and market conditions, prospects of stocks in the portfolio, changing interest rates, and real or perceived adverse competitive industry conditions. Investments in small capitalization companies generally carry greater risk than is customarily associated with larger capitalization companies, which may include, for example, less public information, more limited financial resources and product lines, greater volatility, higher risk of failure than larger companies, and less liquidity. |
