Schroder US Mid Cap Fund L Income GBP

Category US Mid-Cap Equity

This fund can be held in an Investment ISA, SIPP and Investment Account

Last buy/sell price

£1.774

arrow-down£-0.043 (-2.37%)

Fund Code

SCMUL

BDD2JZ1

GB00BDD2JZ10

Prices updated as at 15 Nov 2024

Prices in GBP

Investment objective

The Fund aims to provide capital growth and income in excess of the Russell 2500 Total Return 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 medium-sized US companies. The Fund is actively managed and invests at least 80% of its assets in equity and equity related securities of medium-sized US companies. These are companies that, at the time of purchase, are similar in size to those comprising the bottom 40% by market capitalisation of the North American equity market.

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 charges

Product charges
	0.83
	0.29
	No
	-
	0.00
	0.00
Minimum investment	25.00

Documents

Document name	Date posted	Download
Key Information Document / Technical Guide	06 Feb 2024	pdf
Annual Reports	30 Nov 2023	pdf
Interim Short Report	30 Nov 2023	pdf
Annual Short Report	31 May 2023	pdf

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Important Information

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