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Schroder Instl UK Smaller Cos X Inc (0P0001CUT2.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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86.78+0.18 (+0.21%)
At close: 09:00PM BST

Schroder Instl UK Smaller Cos X Inc

1 London Wall Place

0800 182 2399
Management information
,Lead manager since 2 March 1992
Andy Brough is Head of the Pan European Small and Mid Cap team at Schroders. He launched the Schroder UK Mid 250 Fund in 1999 and has co-managed the Schroder UK Mid Cap Fund plc since May 2003. Within smaller companies, Andy has co-managed the Schroder Institutional UK Smaller Companies Fund and managed the Schroder UK Smaller Companies Fund for over 20 years. He also co-manages Schroder ISF European Smaller Companies. His investment career commenced on joining Schroders in 1987. 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

CategoryN/A
Fund familySchroder Unit Trusts Limited
Net assets440.62M
YTD return2.64%
Yield2.68%
Morningstar rating★★★
Inception date31 Jan 2020

Fund operations

Last dividendN/A
Last cap gainN/A
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

Expense0P0001CUT2.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A