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Schroders – Schroder US Small & Mid Cap Fund

Schroders

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

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