Schroder US Smaller Companies Fund A Income GBP

Category US Small-Cap Equity
star-filledstar-filled
Last buy/sell price

£47.55

arrow-up£0.70 (+1.49%)

Fund Code

0781004

GB0007810046

Prices updated as at 14 Jan 2025
|
Prices in GBP
Investment objective
The Fund aims to provide capital growth in excess of the Russell 2000 Lagged (Net Total Return) index (after fees have been deducted) over a three to five year period by investing in equity and equity related securities of small-sized US companies. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of small-sized US companies. These are companies that, at the time of purchase, are similar in size to those comprising the bottom 20% by market capitalisation of the North American equity market. The Fund may invest in small-sized Canadian companies.
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.

Morningstar RatingTM (relative to category)

3 - year
Morningstar returnBelow Average
Morningstar riskBelow Average
Morningstar rating
star-filledstar-filledstar-filled
5 - year
Morningstar returnLow
Morningstar riskAverage
Morningstar rating
star-filledstar-filled
10 - year
Morningstar returnLow
Morningstar riskAverage
Morningstar rating
star-filledstar-filled
Overall
Morningstar returnLow
Morningstar riskAverage
Morningstar rating
star-filledstar-filled

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
Potentially lower returns
Potentially higher returns

Source: Fidelity (FIL Investment SVCS (UK) Ltd)

Risk measures as of 31 Dec 2024

Ratios
chevron-l-regular
chevron-r-regular
1 year3 years
-0.22-2.08
0.910.87
-0.14-0.30
85.7384.12
0.420.01
18.1217.91
7.047.56


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.


Any ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
© Copyright 2025 Morningstar. All rights reserved.