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Schroder Institutional UK Smaller Companies

Ranked 28 out of 53 in - UK Smaller Companies over 12 months
All calculations are in GBP

Managed by

Andrew Brough

An Economics graduate from Manchester and a fund manager with more than 20 years’ investment experience behind him, Andrew Brough co-heads the Schroder pan-European small and mid-cap equity team. Brough runs unit trusts, including the Schroder UK Mid 250 fund, and a number of specialist institutional mandates for Schroders. Brough argues that mid-caps have greater potential for continued growth than larger companies, and he will often invest in companies with a unique product or service for which demand is strong. Conversely, he is disciplined in selling a stock if there are signs that increased competition will mean that company's unique advantage has been lost. He adopts a bottom-up investment style targeting firms with quality management and effective business models. Brough was born in Wallingford, Oxfordshire, in 1960 and has been with Schroders since 1987.

Rosemary Banyard

Despite the fact she is one of the UK's top female fund managers, Rosemary Banyard still manages to find time for her children on top of learning to play the violin and teaching a Sunday school class. Banyard is a UK Smaller Companies specialist and invests in companies she expects to provide long-term growth. She uses a bottom-up style and targets firms with unique products for which demand is not being met. Banyard's portfolio include the Schroder UK Smaller Companies unit trust. Born in March 1958, Banyard completed a degree in Classics from Cambridge University and an MBA from the London Business School. Her first post was in 1979 as a graduate trainee with James Capel and she became a key analyst at the group, with her areas of specialisation including textiles. In 1995 she got her first fund manager position with John Govett. She joined Schroders in 1997 and is co-head of the group's UK small Cap team and Pan-European smaller companies team.

Objective

To achieve capital growth through investment in smaller companies in the United Kingdom. The policy is to invest in smaller companies in the UK which are expected to exhibit superior growth over the long term.

Performance

UK Smaller Companies over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -0.3% 1.9% -0.5% -1.7%
2013 37.7% 10.7% 3.8% 11.7% 7.3%
2012 27.2% 13.4% 0.6% 6.9% 4.3%
2011 -5.6% 5.6% 5.2% -13.7% -1.5%
2010 37.4% 0.9% 2.2% 17.5% 13.3%
2009 55.6% -0.7% 30.5% 20.4% -0.2%
2008 -39.0% -9.4% -4.4% -10.2% -21.6%
2007 -12.6% 3.7% 4.3% -9.4% -10.8%
2006 25.0% 9.7% -3.4% 4.1% 13.4%
2005 15.2% 6.8% -2.2% 5.7% 4.4%
2004 24.5% 11.3% 1.1% -1.0% 11.7%
2003 45.9% -5.3% 28.8% 12.1% 6.7%
2002 -15.5% 3.9% -3.2% -15.6% -0.5%
2001 -9.2% -7.5% 3.3% -19.6% 18.1%
2000 -4.9% 0.4% -5.2% 7.3% -6.8%
1999 63.2% 13.9% 9.8% 6.4% 22.7%
1998 -6.4% 14.9% 1.7% -21.7% 2.4%
1997 9.7% 6.5% -5.1% 6.3% 2.1%
1996 24.3% 9.8% 8.4% 2.1% 2.3%
1995 0.6% 0.7% -0.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2013

Top 10 Holdings

Stock Size
Avon Rubber PLC ORD 4.19
Carclo PLC ORD 3.14
Ted Baker PLC ORD 3.14
Charles Stanley Group PLC ORD 3.06
Dart Group PLC ORD 2.58
Colefax Group PLC ORD 2.52
Dechra Pharmaceuticals PLC ORD 2.51
Devro PLC ORD 2.49
Oxford Instruments PLC ORD 2.49
Diploma PLC ORD 2.42
28/02/2013

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/06/1986
  • Share Class size175Mn
  • Base currencyGBP
  • ISIN GB0007870792

Purchase Info

  • Min. initial investment1Mn
  • Min. additional investment0

Charges

  • Annual management0.5%
  • Initial investment0

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