Fund Objective
The fund aims to provide capital growth and income in excess of Russell 2500 Total Return Lagged (Net Total Return) index (after fees have been deducted) over a 3 to 5 year period by investing in equities of medium-sized US companies.
Cumulative Performance
Time Period
3 m 6 m 1 y 3 y 5 yKey | 3 m | 6 m | 1 y | 3 y | 5 y |
---|---|---|---|---|---|
Schroder US Mid Cap Z Acc | 6.1 | 8.8 | 14.2 | 19.2 | 48.8 |
IA North America | 6.9 | 7.7 | 21.2 | 28.7 | 84.7 |
Position | 146/249 | 69/247 | 188/242 | 181/227 | 180/202 |
Quartile Ranking | 3 | 2 | 4 | 4 | 4 |
Discrete Performance
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Ratio Information
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Fund Managers
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Unit Information
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Fund Information
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Asset Class Breakdown
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Top Holdings
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Contact Details
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Cumulative Performance
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Discrete Performance
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Discrete Calendar Performance
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Ratio Information
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Unit Details
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MIFID - Target Market, Costs & Charges
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Top Holdings
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Asset Class Breakdown
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Region Breakdown
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Sector Breakdown
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Fund Dividends
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Group News
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Relevant Articles
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Literature & Downloads
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