Schroder UK Mid Cap Fund plc - SCP
Backing tomorrow’s UK market leaders todayAnnual General Meeting - Make Your Vote Count
The AGM of the Company and presentation by your Investment Manager, Jean Roche, will be held on Wednesday 25 February 2026 at 12:00pm at Schroders, 1 London Wall Place, EC2Y 5AU. Shareholders are encouraged to attend and participate, by registering their vote with the Company's registrar, either online or via paper proxy forms. If you are not able to attend, you are still able to have your say by submitting your vote in advance.
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 significant number of '30 baggers' over the last 30 years [2] and SCP has the opportunity to invest in the best of this diverse and dynamic investment universe.
UK mid caps offer extraordinary value
The Company provides access to an undervalued part of the UK stock market. Valuations among UK mid-caps look unusually low relative to UK large-caps as well as mid‑caps from elsewhere in the world. This may bode well for future performance.
An excellent performance history
Since Schroders became Manager in 2003, the Company has outperformed its Benchmark, the FTSE 250 ex Investment Trust index, returning 1,275%, or a 500% outperformance.[1] Meanwhile, its dividend has grown by a factor of 11.2x in the same period, from 2p to 22.4p in 2025.[2]
Decades of expertise and a proven approach
With more than 60 years of combined investing experience, the investment team looks to select a portfolio of around 50 of the most attractively valued companies, resulting in a high quality portfolio capable of delivering dependable long-term growth in a fast-changing world.
Download Key Material
Portfolio & Performance Hub
Source: Kepler Trust Intelligence, 2026
In the Media
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.
Company Documents
Invest in the Schroder UK Mid Cap Fund plc (SCP)
It is easy to make regular, tax-efficient investments into investment trust shares with a UK online stockbroker. We recommend you seek financial advice from an independent adviser before making an investment decision.
References
[1] Source: Schroders, Refinitiv Datastream, rebased to 100 at 1 January 2000, data to 1 January 2026. Currencies are base currencies for individual indices.
[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] - NAV Ex income figures shown as cum income unavailable pre 2008, from 30 April (close) to 30 September 2025. Figures shown are net of fees. With effect from 1 April 2011, the Company’s benchmark has been the FTSE 250 (ex-Investment Trusts) Index. Prior to that date the benchmark was the FTSE All Share, ex. Investment Trusts Index, ex. FTSE 100. The since launch data has been chain-linked to reflect this.
[4] - The dividend history of the Company is available on the AIC website: https://www.theaic.co.uk/