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Schroder UK Mid 250

Ranked 10 out of 11 in - UK Medium 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.

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

Performance

UK Medium Companies over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 3.8% -4.8% -2.3%
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

31/10/2014

Top 10 Holdings

Stock Size
Grainger PLC 6.35
CSR PLC ORD 6.22
Bovis Homes Group PLC ORD 4.25
Redrow PLC ORD 4.01
International Personal Finance PLC ORD 3.77
Halma PLC ORD 3.66
WS Atkins PLC ORD 3.46
Millennium & Copthorne Hotels PLC ORD 3.13
Bank of Georgia Holdings PLC ORD 3.11
Victrex PLC ORD 2.99
31/10/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/10/1999
  • Share Class size1,019Mn
  • Base currencyGBP
  • ISIN GB0008528696

Purchase Info

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

Charges

  • Annual management1.5%
  • 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).