Overview
Schroder UK Mid Cap takes a stock specific approach with an emphasis on dynamic growth companies. Sector weightings play a secondary role, resulting naturally from stock selection. Fundamental research and engagement with investee companies forms the basis of each investment decision taken by the manager. 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 has the ability to use gearing for investment purposes up to 25% of total assets.
You can access the company’s website here
SCP : Schroder UK Mid Cap
Fundamentals
Price
Research History
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07 Jul 2020 11 min read
QuotedData’s Economic Roundup – July 2020
Economic & Political Roundup Kindly sponsored by Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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22 May 2020 2 min read
QuotedData’s weekly roundup 22 May 2020
James Carthew’s weekly news roundup show for Friday, 22 May, covers a wide range of topics and includes an interview with Andy Brough, co-manager of Schroder UK Mid Cap. Listen back here If there is a guest speaker you’d particularly like to hear from, please email us – research@quoteddata.com. Next we’ll be back on 29 […]
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10 Jan 2020 10 min read
QuotedData’s economic roundup – January 2020
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
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07 Oct 2019 7 min read
QuotedData’s investment companies roundup – October 2019
Investment Companies Roundup Kindly sponsored by Baillie Gifford New research Over September, we published notes on India Capital Growth, Jupiter Emerging & Frontier, International Biotechnology Trust, JPMorgan Russian Securities, Civitas Social Housing, Montanaro European Smaller Companies and JLEN Environmental Assets. We also launched a monthly real estate roundup, beginning with reviews of August and September. In […]
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05 Jul 2019 8 min read
QuotedData’s economic roundup – July 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
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22 Feb 2019 2 min read
QuotedData’s investment companies roundup – February 2019
QuotedData’s investment companies roundup – February 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of January 2019. Kindly sponsored by Baillie Gifford. December’s sharp sell-off in technology and growth stocks reversed somewhat in January. This was […]
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18 Jan 2019 2 min read
QuotedData’s economic roundup – January 2019
QuotedData’s economic roundup – January 2019 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of […]
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11 Jul 2018 2 min read
QuotedData’s Economic round up – July 2018
QuotedData’s Economic round up – July 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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12 Jul 2017 3 min read
QuotedData’s economic round up – July 2017
QuotedData’s economic round up – July 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or […]
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27 Oct 2016 1 min read
Quarterly investment companies roundup – Third quarter 2016
Q3 saw the market adapt to life post the UK’s EU referendum. Sterling continued to fall but most stock markets stabilised and discounts narrowed across most sectors. While the US election is dominating headlines, it does not seem to be having much impact on markets so far. q3-quarterly-roundup
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13 Oct 2016 1 min read
QuotedData investment companies roundup – October 2016
Our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of September 2016. october-investment-companies-roundup
News
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21 Dec 2020 4 min read
Schroder UK Mid Cap shows resilience against its benchmark
Schroder UK Mid Cap (SCP) reported annual results to 30 September 2020, with a total return of -7.7% in NAV terms representing better performance than the benchmark’s -15.3%. According to co-managers, Jean Roche and Andy Brough, the outperformance of the benchmark was due to stock selection, with gearing having a small negative effect. They note that […]
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09 Oct 2020 3 min read
QD view – Time to back unloved Britain?
Time to back unloved Britain? One bit of disappointing news this week was that the UK’s economic growth in August was 2.1%, below expectations and leaving economic activity still well-below pre-pandemic levels. The apparent second wave is triggering renewed restrictions and seems set to act as a brake on growth over the winter. On top […]
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20 Dec 2019 1 min read
QuotedData’s other news 20 December 2019
In QuotedData’s other news 20 December 2019 Polar Capital Global Healthcare reported a -1.2% total return on NAV for the year ended 30 September 2019, behind the MSCI ACWI Health Care Index which returned 3.1%. The return to shareholders was -1.3%. The dividend has been upped to 2.1p from 2p. The biggest drags on performance were healthcare […]
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18 Dec 2018 3 min read
Schroder Mid Cap out of favour
Schroder Mid Cap out of favour – Schroder Mid Cap’s chairman says that it is disappointing that the fund’s performance for the year ended 30 September 2018 was more muted than the prior year due in part to mid cap shares not being in favour with investors. The benchmark delivered a total return of 4.2%. […]
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20 Dec 2017 3 min read
Schroder UK Mid Cap discount stubbornly wide
Schroder UK Mid Cap discount stubbornly wide – Schroder UK Mid Cap Fund says that, for the year ended 30 September 2017, its net asset value total return of 21.0% outperformed the benchmark by 6.8%. The dividend for the year is 13.10 pence per share, an increase of 16.4%. Talking about the discount, the chairman said “It […]
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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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27 Sep 2016 1 min read
Jean Roche appointed co-manager of Schroder UK Mid Cap
Schroder UK Mid Cap Fund has announced that Jean Roche, a fund manager in Schroders’ Pan-European Small and Mid Cap team, has been appointed as co-portfolio manager, joining Andy Brough, with immediate effect. This follows Rosemary Banyard’s retirement earlier this year. Jean joined the team in January 2016 from Hargreave Hale where she was most recently a […]
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28 Jul 2016 8 min read
F&C Managed Portfolio beats benchmark despite widening discounts
F&C Managed Portfolio reports that, for the company’s financial year to 31 May 2016, the NAV total return (i.e. adding dividends paid to capital performance) was -4.8% for the Income shares and -4.5% for the Growth shares which represented outperformance against the -6.3% total return for the FTSE All-Share Index, the benchmark index for both […]
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23 Dec 2015 1 min read
Oil prices hit Schroder UK Mid Cap
Over the year to the end of September 2015, Schroder UK Mid Cap Fund’s net asset value produced a total return of 8.2%, compared to a total return of 12.7% for its benchmark, the FTSE 250 (ex-Investment Companies) Index. The share price produced a total return of 5.0%. The full year dividend increased 8.2% to […]
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06 Oct 2015 1 min read
Rosemary Banyard quits Schroders
Schroder UK Mid Cap Fund has announced that Rosemary Banyard has decided to leave Schroders, and will be stepping down as the Company’s lead portfolio manager with effect from 31 March 2016. Rosemary will continue to manage the portfolio until that time, following which Andy Brough, who has co-managed the portfolio with Rosemary since Schroders […]
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25 May 2014 1 min read
Schroder UK Mid Cap Fund : SCP – interims
Schroder UK Mid Cap Fund, managed by Rosemary Baynard (pictured) and Andy Brough, outperformed over the six months ended 31 March 2014 – returning 15.4% while the FTSE Mid 250 returned 11.0%. The discount narrowed from 6.1% to finish March at 2.6% and this helped improve the return to shareholders to 19.9% however this has reversed […]
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23 Jan 2014 1 min read
F&C Managed Portfolio : FMPI – half yearly report
FMPI has announced its interim results covering the six months ended 30 November 2013. The net asset value returns for the period were 2.9% for the Income shares and 7% for the Growth shares. This compares to a 3.9% return on the FTSE All-Share Index and 3.1% on the FTSE Equity Investments Index. The Board say […]
In The Press
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21 Sep 2020 2 min read
Cash in on the work at home winter winners
How to cash in on the work at home winter winners: Should you invest in Greggs as sausage rolls replace sushi – and go local with property? By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:53, 19 September 2020 | UPDATED: 09:37, 21 September 2020 If you’re expecting to settle in for a winter without the commute, you’re not […]
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21 Apr 2020 2 min read
Investment trust insider on UK mid caps
Investment trust insider on UK mid caps – James Carthew: my pick of the three UK mid-cap trusts Stock markets appear to be calming down, although we shouldn’t take a recovery for granted given the scale of the disruption that the global economy is experiencing. Across the investment company sector, many closed-end funds seem to trade […]