Important Information

US SMID

Investment Objective
Schroders' U.S. Small and Mid Cap (SMID) strategy aims to outperform the Russell 2500 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 60 – 80 stocks a combination of three distinct and complementary types of companies; smoothes volatility and tends to offer protection in down markets

Investment Options
Separate Accounts* and Mutual Fund

*	These strategies are subject to the ability to meet investment minimums. Some strategies may be offered only in offshore, private placement and/or discretionary accounts.

	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 and medium 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.

Quick Links

Schroder Investment Management North America Inc. ("SIMNA, Inc.") is an investment advisor registered with the U.S. SEC. It provides asset management products and services to clients in the U.S. and Canada including Schroder Capital Funds (Delaware), Schroder Series Trust and Schroder Global Series Trust, investment companies registered with the SEC (the "Schroder Funds"). Shares of the Schroder Funds are distributed by Schroder Fund Advisors Inc., a member of the FINRA. SIMNA, Inc. and Schroder Fund Advisors Inc. are indirect, wholly-owned subsidiaries of Schroders plc, a UK public company with shares listed on the London Stock Exchange. Schroder Investment Management Ltd. is the UK based investment subsidiary of Schroders plc.