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21 Dec 2016 6 min read
Schroder UK Mid Cap holdings in UK domestically focused stocks drives underperformance
Schroder UK Mid Cap Fund has announced its annual results for the year ended 30 September 2016. During the period, the Company’s net asset value produced a total return of 6.5%, which it says compared to a total return of 8.6% for its benchmark, the FTSE 250 (ex-Investment Companies) Index. The trust’s chairman (Eric Sanderson) […]
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19 Apr 2016 2 min read
Jupiter Dividend & Growth beats UK market by some margin
Jupiter Dividend & Growth Trust outperformed the FTSE All-Share Index by some margin in 2015 – the total assets rose by 6.9% against a 2.5% fall in the index (both capital only). The fund has zero dividend preference shares, whose net asset value rose by 7%; ordinary income shares, whose asset value rose marginally from […]
