Schroder UK Mid Cap Fund plc - SCP

Backing tomorrow’s UK market leaders today

Why invest in SCP?

UK mid-caps are positioned in a sweet spot for innovation, disruption and growth. This is one of the key reasons why the UK Mid Cap index has beaten many other developed market indices over the long term [1]. The index has also produced a higher proportion of “30 baggers” than the US stock market over the last thirty years [2] and SCP has the opportunity to invest in the best of this diverse and dynamic investment universe.

Behind the trust: read our philosophy article >

UK mid caps offer extraordinary value

SCP provides access to an undervalued part of the UK stock market – one of the most attractively valued equity markets in the world. Valuations among UK mid-caps look unusually low relative to UK large-caps as well as mid-caps from elsewhere in the world, which may bode well for future performance.

An incomparable performance history

Since Schroders became Manager, SCP has been the best performing fund in the Association of Investment Companies UK All Companies sector [3]. Meanwhile, its dividend has grown by a factor of 10x in 20 years under Schroders management, from 2p in 2004 to 20.5p in 2024.

Rely on decades of expertise and a proven approach

With more than sixty years of combined investing experience, the team looks to select a portfolio of 40-50 of the most attractively valued companies with either ‘unique’ or ‘flex’ (at a strategic crossroads) characteristics, resulting in a high quality portfolio capable of delivering dependable long-term growth in a fast-changing world.

Annual Results 2024

On Wednesday 15 January, Portfolio Manager Jean Roche presented the Trust's Annual Results for the year ended 30 September 2024

Portfolio & Performance Hub

In the media

Slide 1 of 15
Motley Fool: Here are the 10 highest-FTSE growth stocks
This Is Money: Why 2025 could be the year of opportunity for investment trusts: The INVESTMENT ANALYST
Motley Fool: FTSE shares in 2025: an opportunity to get rich?
Interactive Investor: UK trusts: why there’s no place like home
Citywire: Schroders’ Roche pounced on Hargreaves before it soared on bid
AJ Bell/ Shares - Investor Presentation May 2024
The Daily Telegraph Questor Feature
Morningstar: 13 Questions for Schroders’ Jean Roche
Citywire: Schroders’ Roche takes lead in UK mid-cap rally
QuotedData Weekly Show Presentation - April 2023
Vestpod podcast: How do fund managers pick stocks?
Panmure Gordon: Podcast interview with Simon French
Vox Markets: Interview with Jean Roche
THIS IS MONEY: "10 investment trusts I think could sparkle this year"
FTSE 250 Index celebrates 30th anniversary with Jean Roche

Listen to our Mid 250 Podcast

The FTSE 250 index is home to an impressive list of “multi-bagger” businesses. These are stocks which have provided investors with returns at a multiple of their starting value over a period of time.

In this podcast series, Manager Jean Roche and James Goodman interview the leaders at the helm of some of these companies, intent on learning more about the drivers to their financial success.

Available on all major podcasting platforms or browse our episode library below.

Disclaimer: Reference to stocks are for illustrative purposes only and does not constitute a recommendation to buy or sell. Companies that are referenced in the podcast may or may not be held within the Schroder UK Mid Cap Fund plc portfolio. Past performance is not a guide to future performance and may not be repeated.

Slide 1 of 6
Dunelm - The company fending off big gorillas and returning 159% in seven years
Balfour Beatty - who is behind this success and how did they do it?
The CEO that redefined a business and engineered a fifteen-bagger
The Secret Life of Pets at Home CEO
How a sausage maker became a 200 bagger since 1991
Hunting for "30 baggers" - how the UK beat the US

Related articles

Slide 1 of 0

Documents

For archived documents, please visit our investor relations page

Slide 1 of 10

Sources

[1] Source: Schroders, Bloomberg, rebased to 100 on 31 December 1993, data to 30 December 2023 with returns in local currencies. ‘Other developed markets’ are S&P 500, Eurostoxx and FTSE 100.

[2] Source: Refinitiv, Schroders, based on stocks which appreciated in value 30x or more (based on total returns) in the 30 years to 31 December 2023 and had a minimum market capitalisation of £150 million. 

[3] Source: Ranking in Association of Investment Companies (AIC) Sector, UK All Companies, as at 31 March 2024, sourced from Morningstar, covering period from close 1 May 2003 to 31 March 2024 (NAV ex income TR) – only 5 investment trusts currently in the sector have a track record for this period. 1 May 2003 is the data in which Schroders assumed management for the trust.