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Schroder UK Mid 250

Ranked 8 out of 14 in - UK Medium Companies over 12 months
All calculations are in GBP unless stated

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.

Objective

The fund's investment objective is to achieve long-term capital growth by investing principally in companies listed in the FTSE 250 Index. The fund will invest principally in equities of companies whose shares are listed in the FTSE 250 Ex-Investment Companies Index. However, the fund may also hold former components of, or expected entrants into, that index if in the opinion of the Manager it may be advantageous to do so. Investment will be in directly held transferable securities. The fund may also invest in collective investment schemes, warrants and money market instruments.

Showing fund performance in United Kingdom View performance globally

Performance

UK Medium Companies over : 30/11/2016 - 30/11/2017
  • Rank 8/14 Total Return
  • Rank 4/14 Standard Deviation
  • Rank 9/14 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.5% 4.4% 6.0%
2016 1.2% -3.7% -8.6% 10.3% 4.2%
2015 5.7% 5.1% 5.2% -6.7% 2.5%
2014 -1.7% 3.8% -4.8% -2.3% 1.7%
2013 42.1% 14.5% 2.8% 8.5% 11.3%
2012 36.0% 17.2% -5.0% 11.5% 9.7%
2011 -14.9% -0.9% 3.0% -19.2% 3.3%
2010 22.1% 6.3% -6.3% 13.1% 8.4%
2009 39.3% -2.5% 17.3% 24.8% -2.4%
2008 -41.2% -6.6% -9.7% -16.0% -17.0%
2007 -7.7% 3.7% -2.3% -5.6% -3.5%
2006 31.0% 11.2% -2.8% 6.8% 13.5%
2005 30.2% 3.3% 3.9% 7.6% 12.7%
2004 24.3% 10.4% -0.9% 1.8% 11.6%
2003 42.8% -3.0% 24.5% 12.0% 5.6%
2002 -12.3% 8.0% -4.4% -13.7% -1.7%
2001 -2.6% -5.6% 5.4% -13.1% 12.6%
2000 8.8% 4.7% -4.6% 6.1% 2.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/06/2017

Top 10 Holdings

Stock Size
Grainger PLC ORD 6.69
GBP Cash 4.47
Bovis Homes Group PLC ORD 4.11
Dechra Pharmaceuticals PLC ORD 3.18
Redrow PLC ORD 3.13
James Fisher and Sons plc ORD 3.03
Photo-Me International PLC ORD 2.94
Investec PLC ORD 2.91
Telecom Plus PLC ORD 2.81
SSP Group PLC ORD 2.70
30/06/2017

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/10/1999
  • Share Class size664Mn
  • Base currencyGBP
  • ISIN GB0008528696

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment0

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