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Schroders – Schroder US Small & Mid Cap Fund


Schroder US Small & Mid Cap Fund

Type: Unit trust

Aim: Growth by investing in small and mid capitalisation US companies

Minimum investment: Lump sum 1,000

Investment split: 20% consumer discretionary, 19% healthcare, 14.1% producer durables, 12.4% financial services, 9.1% technology, 6.4% materials and processing, 5.8% utilities, 4.7% other energy, 3.6% integreated oils, 3.2%, consumer staples 1.7% auto and transportation

Isa link: Yes

Pep transfers: Yes

Charges: Initial 5.25%, annual 1.5%

Commission: Subject to negotiation

Tel: 0800 718777


Independent view – Peter Hargreaves

As in all legislation where somebody tries to cover all the bases, they inevitably find out that it is impossible to do so and when it is a desperate Government trying such a ruse, they eventually revert to common law.

Cavanagh turnover doubles

Cavanagh Group has announced an operating loss of 2.5m in its final results for the year ending December 2004. This takes into account the acquisition of Ernst & Young Financial Management. Turnover more than doubled compared to 2003 reaching 10.4m.


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