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Schroder ISF US Large Cap C Dis

Ranked 30 out of 244 in - North America 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

North America over : 31/08/2015 - 31/08/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 0.4% 11.6%
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. Luxembourg
  9. Malta
  10. Netherlands
  11. Norway
  12. Peru
  13. Poland
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. United Kingdom

Fund Info

  • Launch date07/11/1995
  • Share Class size00Mn
  • Base currencyUSD
  • ISIN LU0062903884

Purchase Info

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

Charges

  • Initial investment1

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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).