Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Schroder ISF US Large Cap C Dis

Ranked 111 out of 252 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 : 30/04/2016 - 30/04/2017

Total Return

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 4.6%
2016 28.5% 0.4% 11.6% 6.0% 8.1%
2015 5.8% 6.1% -5.5% -4.0% 9.9%
2014 20.6% 1.4% 3.2% 6.1% 8.6%
2013 30.4% 18.1% 2.3% 0.3% 7.6%
2012 10.6% 10.8% -2.1% 3.6% -1.6%
2011 -0.8% 3.7% -1.1% -14.3% 12.8%
2010 16.2% 11.8% -12.2% 5.5% 12.2%
2009 17.3% -8.3% 2.2% 18.5% 5.7%
2008 -13.4% -6.8% -4.1% -1.3% -1.9%
2007 2.9% 0.7% 3.2% -0.1% -0.9%
2006 1.4% 2.9% -6.9% 5.2% 0.7%
2005 16.8% -0.4% 6.9% 5.3% 4.2%
2004 2.1% -1.3% 2.6% -2.7% 3.6%
2003 11.4% -3.4% 10.0% 1.2% 3.5%
2002 -40.1% 0.1% -23.1% -24.8% 3.7%
2001 8.0% -21.9% 13.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Denmark
  3. Finland
  4. France
  5. Germany
  6. Gibraltar
  7. Greece
  8. Iceland
  9. Luxembourg
  10. Malta
  11. Netherlands
  12. Norway
  13. Peru
  14. Poland
  15. Singapore
  16. Spain
  17. Sweden
  18. Switzerland
  19. United Kingdom

Fund Info

  • Launch date08/11/1995
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0062903884

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Initial investment1

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).