Schroder UK Mid Cap Fund plc

"The FTSE 250 index provides investors with exposure to a host of exciting opportunities. We can add significant value by picking dynamic mid cap companies that have the potential to grow to be included in the FTSE 100 index, which are at an interesting point in their life cycle, and/or which could ultimately prove to be attractive takeover targets."

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

Portfolio holdings

Monthly factsheet

Key Information Document

Schroders Sustainability Report

AGM Presentation

AGM Results





Morningstar report

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.

Contact Schroders

Schroders is a world-class asset manager operating from 35 locations across Europe, the Americas, Asia, the Middle East and Africa.

Worldwide locations

For any further questions, please contact us. 

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