Schroder UK Mid Cap (SCP)

Category UK Mid-Cap Equity
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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% or a dash 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.
Sell

566.00p

Buy

572.00p

arrow-up6.00p (+1.07%)

Discount/Premium

-8.89%

Estimated NAV

616.868p

Prices updated at 23 Apr 2025, 12:27 BST
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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.
FTSE All-Share
arrow-up1.25%
LSE
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.

Annual performance (%)

Year
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This fundPeer group index
31 Mar 14 - 31 Mar 15-11.03-0.25
31 Mar 15 - 31 Mar 160.420.58
31 Mar 16 - 31 Mar 1710.7521.22
31 Mar 17 - 31 Mar 1816.633.68
31 Mar 18 - 31 Mar 195.812.01
31 Mar 19 - 31 Mar 20-27.11-25.21
31 Mar 20 - 31 Mar 2178.5761.52
31 Mar 21 - 31 Mar 22-9.54-7.37
31 Mar 22 - 31 Mar 23-2.13-7.48
31 Mar 23 - 31 Mar 244.599.86
31 Mar 24 - 31 Mar 256.117.46

Primary benchmark: FTSE 250 ex Investment Trusts

Peer group index: Morningstar IT UK All Companies

Trailing returns (%)

Year
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This fundPeer group index
1 Day-0.17
1 Month-5.07-1.31
3 Months-6.44-0.98
6 Months-5.21-1.17
1 Year4.648.34
3 Years annualised2.423.73
5 Years annualised9.978.82

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.


Important Information

Please note the value of investments can go down as well as up so you may get back less than you invested. This information is not a personal recommendation for any particular investment. If you are unsure about the suitability of an investment you should speak to an authorised financial adviser. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and(3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.


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