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Schroder UK Smaller Companies A Acc

Ranked 40 out of 51 in - UK Smaller 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 aims to provide capital growth by investing in equity and equity related securities of small-sized UK companies. The Fund invests at least 80% of its assets in equity and equity related securities of small-sized UK companies. The Fund may also invest in other equity and equity related securities, collective investment schemes, fixed income securities, warrants and money market instruments, and hold cash.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

UK Smaller Companies over : 30/06/2017 - 30/06/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -4.2% 5.6%
2017 25.0% 6.8% 7.9% 3.5% 4.7%
2016 12.8% 0.8% -9.1% 15.7% 6.4%
2015 19.1% 6.6% 7.0% 2.1% 2.2%
2014 -3.2% 1.9% -2.9% -1.4% -0.7%
2013 45.5% 12.2% 6.5% 11.5% 9.3%
2012 25.7% 9.4% 0.0% 8.6% 5.8%
2011 -8.9% 0.8% 5.3% -13.6% -0.6%
2010 39.3% 4.4% 0.0% 17.1% 13.9%
2009 44.2% -3.4% 28.3% 16.7% -0.4%
2008 -42.8% -9.7% -5.4% -12.2% -23.7%
2007 -11.1% 5.0% 3.4% -8.8% -10.2%
2006 29.5% 12.1% -4.3% 4.3% 15.9%
2005 16.2% 5.0% -1.2% 7.0% 4.7%
2004 18.0% 7.9% -0.1% -2.6% 12.4%
2003 40.3% -8.3% 26.2% 14.9% 5.5%
2002 -16.8% 2.7% -3.9% -16.4% 0.7%
2001 -12.0% -11.7% 5.0% -21.4% 20.7%
2000 -4.4% 6.9% -9.4% 6.1% -6.9%
1999 93.2% 12.0% 10.2% 7.8% 45.1%
1998 -1.0% 17.7% 1.8% -21.5% 5.3%
1997 13.1% 6.7% -4.8% 4.0% 7.1%
1996 38.3% 9.7% 15.7% 2.3% 6.4%
1995 24.9% -1.2% 9.2% 11.8% 3.6%
1994 -3.7% 1.5% -5.3% 1.3% -1.1%
1993 38.6% 15.7% 5.4% 6.9% 6.3%
1992 7.7% -2.6% 6.9% -9.7% 14.5%
1991 18.5% 16.0% -3.3% 9.4% -3.5%
1990 -24.7% -4.2% 0.4% -17.4% -5.3%
1989 15.9% 18.7% 1.9% 3.9% -7.7%
1988 8.8% 7.0% 7.0% -0.9% -4.1%
1987 6.7% -30.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date31/05/1987
  • Share Class size334Mn
  • Base currencyGBP
  • ISIN GB0007649535

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

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