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Schroder ISF US Large Cap A Dis

Ranked 180 out of 256 in - US over 12 months
All calculations are in GBP unless stated

Objective

To provide capital growth primarily through investment in equity securities of US large cap companies. Large cap companies are considered companies which, at the time of purchase, form the top 85% by market capitalisation of the US market.

Showing fund performance in United Kingdom View performance globally

Performance

US over : 31/07/2016 - 31/07/2017

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 4.6% -1.5%
2016 27.7% 1.2% 9.2% 6.3% 8.7%
2015 5.2% 7.1% -6.8% -4.6% 10.6%
2014 19.8% 1.0% 3.1% 6.5% 8.0%
2013 29.6% 17.9% 2.3% -0.3% 7.7%
2012 9.8% 10.0% -2.3% 4.4% -2.2%
2011 -0.8% 4.0% -2.0% -12.2% 10.9%
2010 14.1% 10.8% -11.1% 3.9% 11.5%
2009 18.9% -6.1% 1.8% 17.8% 5.6%
2008 -16.0% -8.9% -2.0% -4.4% -1.7%
2007 3.1% 0.9% 2.9% -0.1% -0.6%
2006 0.3% 2.9% -7.2% 5.0% 0.1%
2005 16.1% -0.9% 7.8% 3.9% 4.6%
2004 1.8% -1.2% 1.9% -2.6% 3.7%
2003 10.5% -1.7% 8.0% 1.9% 2.1%
2002 -41.3% -1.3% -23.5% -23.9% 2.1%
2001 -14.4% -12.2% 9.1% -23.8% 17.3%
2000 -14.0% 0.4% -6.4% 6.7% -14.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Bulgaria
  4. Denmark
  5. Finland
  6. France
  7. Germany
  8. Gibraltar
  9. Greece
  10. Hong Kong
  11. Iceland
  12. Luxembourg
  13. Macau
  14. Malta
  15. Netherlands
  16. Norway
  17. Poland
  18. Portugal
  19. Singapore
  20. Spain
  21. Sweden
  22. Switzerland
  23. United Kingdom

Fund Info

  • Launch date02/08/1993
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0006306889

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Initial investment5

Related News

Schroders hard-closes Cat Bond & shuts US equity fund

Schroders has acted to staunch flows into its catastrophe-bond fund less than a year after its launch.

US equities: fund managers' outlooks for 2010

Two leading US equity managers share their thoughts on what the market has in store for next year.

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