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 50/52 Total Return
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Rank 20/52 Standard Deviation
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Rank 43/52 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 48 | Baillie Gifford British Smaller Companies B Inc | GBP | 5.8% |
| 49 | MI Discretionary Unit Inc | GBP | 5.6% |
| 50 | Schroder UK Dynamic Smaller Companies A Acc | GBP | 4.7% |
| 51 | TOSCA MICRO CAP UCITS EUR Inst Acc | GBP | 0.0% |
| 52 | MI Downing UK Micro-Cap Growth B Acc | GBP | -6.3% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 18 | Jupiter UK Smaller Companies Acc | GBP | 8.6 |
| 18 | Royal London UK Smaller Companies M Acc | GBP | 8.6 |
| 20 | Schroder UK Dynamic Smaller Companies A Acc | GBP | 8.7 |
| 21 | Aviva Investors UK Smaller Companies SC 1 Acc | GBP | 8.8 |
| 22 | Unicorn UK Smaller Companies B Inc | GBP | 9.0 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 41 | M&G Smaller Companies A Inc | GBP | -5.9% |
| 42 | Janus Henderson UK & Irish Smaller Companies A Acc | GBP | -6.2% |
| 43 | Schroder UK Dynamic Smaller Companies A Acc | GBP | -6.2% |
| 44 | Lazard UK Smaller Companies Retail Inc | GBP | -6.5% |
| 45 | MI Downing UK Micro-Cap Growth B Acc | GBP | -6.5% |
| View full league table | |||
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
- United Kingdom
Fund Info
- Launch date02/08/1996
- Share Class size110Mn
- Base currencyGBP
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ISIN GB0031092942
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment50
Charges
- Annual management1.50%
- Initial investment0