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Schroder UK Smaller Companies Fund Z Income GBP (0P0000UL8Z.L)

LSE - LSE Delayed price. Currency in GBp
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193.00+1.00 (+0.52%)
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Schroder UK Smaller Companies Fund Z Income GBP

1 London Wall Place

Management information
Andrew Brough,Lead manager since 1 March 1994
Andy Brough is the Head of the Pan European Small and Mid Cap team at Schroders, responsible for managing the Schroder UK Mid 250 Fund since its launch in 1999 and the Schroder UK Smaller Companies Fund. He became sole head of the team in 2016, having co-led since 2002. He also took lead management on the Schroder UK Mid Cap investment trust in 2016, having been a manager since May 2003. He joined Schroders in 1987 and is based in London. Andy was a Fund Manager at Schroders from 1987 to 2002, with responsibility for a range of UK mid and small cap retail and institutional portfolios. He began co-managing the Schroder Institutional UK Smaller Companies Fund and the Schroder UK Smaller Companies Fund in 1994. Qualifications: Chartered Accountant; BSc in Economics from Manchester University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryUK Small-Cap Equity
Fund familySchroder Unit Trusts Limited
Net assets624.31M
YTD return22.49%
Yield0.58%
Morningstar rating★★★
Inception date8 Nov 2011

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover49.15%
Average for categoryN/A

Fees and expenses

Expense0P0000UL8Z.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A