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 51/53 Total Return
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Rank 13/53 Standard Deviation
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Rank 44/53 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 49 | SVS Church House Deep Value Investments A Acc | GBP | 5.3% |
| 50 | Ruffer Sicav-Ruffer UK Mid and Sm Cos-O-GBP-Cap | GBP | 5.3% |
| 51 | Schroder UK Dynamic Smaller Companies A Acc | GBP | 4.6% |
| 52 | Baillie Gifford British Smaller Companies B Inc | GBP | 3.9% |
| 53 | MI Downing UK Micro-Cap Growth B Acc | GBP | -0.5% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 11 | TOSCA MICRO CAP UCITS GBP RETAIL CLASS POOLED | GBP | 8.7 |
| 12 | Marlborough UK Micro Cap Growth A Acc | GBP | 8.7 |
| 13 | Schroder UK Dynamic Smaller Companies A Acc | GBP | 8.8 |
| 14 | Schroder UK Smaller Companies A Acc | GBP | 8.9 |
| 15 | Aviva Investors UK Smaller Companies SC 1 Acc | GBP | 8.9 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 42 | M&G Smaller Companies A Inc | GBP | -5.9% |
| 43 | Janus Henderson UK & Irish Smaller Companies A Acc | GBP | -6.2% |
| 44 | Schroder UK Dynamic Smaller Companies A Acc | GBP | -6.2% |
| 45 | Lazard UK Smaller Companies Retail Inc | GBP | -6.5% |
| 46 | 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 size105Mn
- Base currencyGBP
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ISIN GB0031092942
Purchase Info
- Min. initial investment1,000
- Min. regular additional investment50
Charges
- Annual management1.50%
- Initial investment0