Schroder US Mid Cap L Inc

Quick Stats

Bid Price GBX 96.01 Offer Price GBX 96.25
Mid Price - Day Change GBX -0.10 (-0.10%)
Price Date 19 Jan 2017 Crown Rating 4
Shares Class Inc. Yield 0.08 %
Total Expense Ratio 0.00 Fund Size 1,849,006,900.00
Launch Date 01/06/2001 Standard Initial Charge (%) 0.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.68 Sector IMA UK Equity Income
Min Investment (£) 0.00 Total Expense Ratio (%) 0.00
ISIN GB00BDD2JZ10 Min TopUp (£) 0.00

Fund Objective

The Fund's investment objective is to provide capital growth and income primarily through investment in equity securities of medium-sized US companies. Investment will be in directly held transferable securities. The Fund may also invest in collective investment schemes, warrants and money market instruments.

Fund Managers

Jenny Jones
Jenny B. Jones is the Head of the U.S. Small and SMID Cap Equity team, based in New York. Joined Schroders in 2002 as Head of the US Small Cap Equity. Became responsible for the US SMID cap product upon its launch in 2004. In 1996 she was appointed Senior Vice President at Morgan Stanley Investment Management and became an Executive Director in 2000. From 1990, she was head of the Small Cap Value department at Oppenheimer Capital, L.P. In 1983 she joined Mutual of America Life Insurance Co. as a portfolio manager, having joined Shearson/American Express as a financial consultant in 1982. Investment career commenced in 1980 when she joined Drexel Burnham as a sales liaison/assistant options strategist. She holds a BA (Hons), Yale University. MBA, New York University.