Schroder UK Mid Cap (SCP)
Category UK Mid-Cap Equity
This investment trust can be held in an Investment ISA, SIPP and Investment Account
Some Investment Trusts include direct costs as part of their Ongoing charge, such as the annual management charge. For those that show Ongoing charges as 0% please review the investment literature for details on the charges that will apply. The Financial Conduct Authority will review this in 2025.
If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
If you are unsure about the suitability of an investment you should speak to one of Fidelity’s advisers or an authorised financial adviser of your choice.
Sell
598.00p
Buy
602.00p
8.00p (+1.35%)
Discount/Premium
-8.18%
Estimated NAV
653.423p
Prices updated at 14 Mar 2025, 16:30 GMT
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Prices in GBX
Investment objective
The Company will predominantly invest in companies from the FTSE 250 Index, but may hold up to 20% of its portfolio in equities and collective investment vehicles outside the benchmark index. The Company may also invest in other collective investment vehicles where desirable, for example to provide exposure to specialist areas within the universe.
Important documents: Please ensure that you have read the Key Information Document/Technical Guide
, Pre-sale Illustrations document & Doing Business with Fidelity document (incorporating the Fidelity Client Terms) and the fund information documents. These can be found within the Charges & documents section.
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Annual performance (%)
Year | This fund | Peer group index | Primary benchmark |
|---|---|---|---|
| 31 Dec 14 - 31 Dec 15 | 14.04 | 9.00 | - |
| 31 Dec 15 - 31 Dec 16 | -8.25 | 6.46 | - |
| 31 Dec 16 - 31 Dec 17 | 28.64 | 18.76 | - |
| 31 Dec 17 - 31 Dec 18 | -17.33 | -11.38 | - |
| 31 Dec 18 - 31 Dec 19 | 58.71 | 29.81 | - |
| 31 Dec 19 - 31 Dec 20 | -3.66 | -2.39 | - |
| 31 Dec 20 - 31 Dec 21 | 12.09 | 11.22 | - |
| 31 Dec 21 - 31 Dec 22 | -21.17 | -21.99 | - |
| 31 Dec 22 - 31 Dec 23 | 11.19 | 10.79 | - |
| 31 Dec 23 - 31 Dec 24 | 8.72 | 10.86 | - |
Primary benchmark: FTSE 250 ex Investment Trusts
Peer group index: Morningstar IT UK All Companies
Trailing returns (%)
Year | This fund | Peer group index | Primary benchmark |
|---|---|---|---|
| 1 Day | 1.35 | 0.69 | - |
| 1 Month | -4.46 | -2.67 | - |
| 3 Months | -2.64 | -0.06 | - |
| 6 Months | 1.53 | 1.53 | - |
| 1 Year | 13.35 | 12.65 | - |
| 3 Years annualised | 5.91 | 5.62 | - |
| 5 Years annualised | 10.15 | 7.89 | - |
Primary benchmark: FTSE 250 ex Investment Trusts
Peer group index: Morningstar IT UK All Companies
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.
