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Schroder UK Dynamic Smaller Companies A Acc

Ranked 51 out of 53 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Luke Biermann

Luke Bierman, CFA is a portfolio manager at Schroders Investment Management and is responsible for European smaller companies. He has analyst research responsibilities across the Pan-European small cap universe. He graduated from the University of Bath with a BSc (Hons) in Computer Science.

Objective

The Fund's investment objective is to achieve long term capital growth by investing primarily in UK smaller companies. The Fund will invest at least 80 per cent of its assets in the UK listed companies that form the bottom 10 percent by market capitalization. The Fund may also invest in companies which are headquartered or have significant activities in the UK which are quoted on a stock exchange outside the UK.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -4.8%
2017 24.8% 13.6% 5.3% 2.7% 1.7%
2016 11.2% -2.1% -7.6% 17.4% 4.7%
2015 12.9% 0.6% 11.9% 1.8% -1.5%
2014 -8.8% 4.1% -7.2% -4.8% -0.8%
2013 47.1% 9.1% 7.5% 14.9% 9.1%
2012 36.8% 15.1% -0.7% 11.4% 7.4%
2011 1.3% 3.5% 15.4% -12.0% -3.6%
2010 33.2% -1.9% 1.7% 18.9% 12.3%
2009 72.1% -2.4% 32.3% 28.8% 3.5%
2008 -42.5% -7.8% 2.2% -15.1% -28.1%
2007 -4.1% 3.3% 7.6% -4.6% -9.6%
2006 35.8% 16.2% -3.8% 5.9% 14.7%
2005 19.7% 8.2% -1.5% 5.5% 6.4%
2004 19.0% 6.1% -0.3% -2.0% 14.7%
2003 28.1% -11.4% 20.3% 13.4% 6.1%
2002 -35.2% 0.6% -15.3% -24.0% 0.1%
2001 -17.7% -10.8% -2.7% -23.3% 23.7%
2000 9.7% 22.9% -6.9% 10.4% -13.1%
1999 78.1% 15.4% 9.5% 5.8% 33.2%
1998 -10.6% 14.6% 0.5% -22.8% 0.6%
1997 7.2% 5.9% -5.2% 4.9% 1.8%
1996 4.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date02/08/1996
  • Share Class size105Mn
  • Base currencyGBP
  • ISIN GB0031092942

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).