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Schroder UK Mid Cap Fund plc

“We apply a high conviction approach, managing a focused portfolio of resilient companies which are either disruptors, challenging the status quo, or are well-established companies which can grow sustainably as they reinvent themselves in response to disruption."

Jean Roche and Andy Brough
Co-Managers of the Schroder UK Mid Cap Fund plc

Portfolio holdings

Monthly factsheet

Key Information Document

Schroders Sustainability Report

AGM Presentation

AGM Results

Circulars

What are the risks?

Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.

The Company invests in smaller companies that may be less liquid than in larger companies and price swings may therefore be greater than investment companies that invest in larger companies.

The Company will invest solely in the companies of one country or region. This can carry more risk than investments spread over a number of countries or regions.

As a result of the fees and finance costs being charged partially to capital, the distributable income of the Company may be higher but there is the potential that performance or capital value may be eroded.

The Company may borrow money to invest in further investments, this is known as gearing. Gearing will increase returns if the value of the investments purchased increase in value by more than the cost of borrowing, or reduce returns if they fail to do so.

Morningstar report

Contact Schroders

Schroders is a world-class asset manager operating from 37 locations across Europe, the Americas, Asia, the Middle East and Africa.




Worldwide locations

For any further questions, please contact us. 

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