Schroder UK Dynamic Smaller Companies A Acc
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.
Performance
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Rank 12/49 Total Return
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Rank 16/49 Standard Deviation
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Rank 7/49 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 10 | Elite Webb Smaller Companies Income & Growth Acc | GBP | 29.1% |
| 11 | FP Octopus UK Micro Cap Growth P Acc | GBP | 28.7% |
| 12 | Schroder UK Dynamic Smaller Companies A Acc | GBP | 28.5% |
| 13 | Invesco Perpetual UK Small Cos Eq Acc | GBP | 28.4% |
| 14 | Marlborough Nano-Cap Growth A Acc | GBP | 28.2% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 14 | Schroder UK Smaller Companies Acc | GBP | 8.5 |
| 15 | Artemis UK Smaller Companies R Acc | GBP | 8.5 |
| 16 | Schroder UK Dynamic Smaller Companies A Acc | GBP | 8.5 |
| 17 | Baillie Gifford British Smaller Companies B Inc | GBP | 8.6 |
| 18 | Investec UK Smaller Companies A Acc Net GBP | GBP | 8.6 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 5 | Jupiter UK Smaller Companies Acc | GBP | -1.5% |
| 6 | Liontrust UK Micro Cap Fund (I) | GBP | -1.6% |
| 7 | Schroder UK Dynamic Smaller Companies A Acc | GBP | -1.8% |
| 8 | F&C UK Smaller Companies 1 Acc | GBP | -1.8% |
| 9 | Schroder UK Smaller Companies Acc | GBP | -1.9% |
| View full league table | |||
Total Return
Quarterly Performance
| to 29/09/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 13.6% | 5.3% | 2.7% | ||
| 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
Asset Allocation
Breakdown
Top 10 Holdings
| Stock | Size |
|---|---|
| United Kingdom 0.000% 17-Jul-2017 | 6.65 |
| Schroder SSF Sterling Liquidity Plus I Acc | 5.23 |
| United Kingdom 0.000% 03-Jul-2017 | 4.29 |
| VP PLC ORD | 3.22 |
| Quixant PLC ORD | 3.15 |
| IG Design Group PLC ORD | 2.82 |
| Wincanton PLC ORD | 2.60 |
| Secure Income REIT Plc ORD | 2.56 |
| On The Beach Group PLC ORD | 2.55 |
| GBP Cash | 2.39 |
Registered For Sale In
- United Kingdom
Fund Info
- Launch date02/08/1996
- Share Class size120Mn
- Base currencyGBP
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ISIN GB0031092942
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment50
Charges
- Annual management1.50%
- Initial investment0