Schroder Institutional UK Smaller Companies

Ranked 18 out of 49 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Andrew Brough

An Economics graduate from Manchester and a fund manager with more than 20 years’ investment experience behind him, Andrew Brough co-heads the Schroder pan-European small and mid-cap equity team. Brough runs unit trusts, including the Schroder UK Mid 250 fund, and a number of specialist institutional mandates for Schroders. Brough argues that mid-caps have greater potential for continued growth than larger companies, and he will often invest in companies with a unique product or service for which demand is strong. Conversely, he is disciplined in selling a stock if there are signs that increased competition will mean that company's unique advantage has been lost. He adopts a bottom-up investment style targeting firms with quality management and effective business models. Brough was born in Wallingford, Oxfordshire, in 1960 and has been with Schroders since 1987.

Iain Staples

Objective

To achieve capital growth through investment in smaller companies in the United Kingdom. The policy is to invest in smaller companies in the UK which are expected to exhibit superior growth over the long term.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.1%
2018 -10.7% -3.8% 7.1% -0.2% -13.1%
2017 30.7% 8.6% 8.0% 4.7% 6.5%
2016 12.9% -0.3% -8.3% 16.0% 6.4%
2015 19.3% 7.3% 7.4% 1.6% 1.9%
2014 -0.4% 1.9% -0.5% -1.7% -0.1%
2013 37.7% 10.7% 3.8% 11.7% 7.3%
2012 27.2% 13.4% 0.6% 6.9% 4.3%
2011 -5.6% 5.6% 5.2% -13.7% -1.5%
2010 37.4% 0.9% 2.2% 17.5% 13.3%
2009 55.6% -0.7% 30.5% 20.4% -0.2%
2008 -39.0% -9.4% -4.4% -10.2% -21.6%
2007 -12.6% 3.7% 4.3% -9.4% -10.8%
2006 25.0% 9.7% -3.4% 4.1% 13.4%
2005 15.2% 6.8% -2.2% 5.7% 4.4%
2004 24.5% 11.3% 1.1% -1.0% 11.7%
2003 45.9% -5.3% 28.8% 12.1% 6.7%
2002 -15.5% 3.9% -3.2% -15.6% -0.5%
2001 -9.2% -7.5% 3.3% -19.6% 18.1%
2000 -4.9% 0.4% -5.2% 7.3% -6.8%
1999 63.2% 13.9% 9.8% 6.4% 22.7%
1998 -6.4% 14.9% 1.7% -21.7% 2.4%
1997 9.7% 6.5% -5.1% 6.3% 2.1%
1996 24.3% 9.8% 8.4% 2.1% 2.3%
1995 15.4% -0.9% 7.4% 8.5% -0.1%
1994 -2.7% 4.8% -6.3% 2.2% -3.0%
1993 38.0% 14.3% 7.1% 8.3% 4.2%
1992 9.4% -0.9% 7.6% -10.5% 14.6%
1991 21.4% 21.4% -4.4% 11.3% -6.1%
1990 -27.2% -3.6% -0.3% -21.9% -2.9%
1989 10.9% 19.6% 0.5% 1.9% -9.5%
1988 7.1% 9.4% 6.3% -1.8% -6.3%
1987 20.8% 31.8% 19.7% 9.9% -30.3%
1986 1.1% 7.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
GBP Cash 8.12%
Games Workshop Group PLC ORD 3.07%
MJ Gleeson PLC ORD 2.61%
Anglo Pacific Group PLC ORD 2.22%
RM PLC ORD 2.08%
Zotefoams PLC ORD 2.03%
Liontrust Asset Management PLC ORD 2.02%
Trifast PLC ORD 1.98%
Microgen PLC ORD 1.95%
Restaurant Group PLC ORD 1.91%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/06/1986
  • Share Class size120Mn
  • Base currencyGBP
  • ISIN GB0007870792

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • Initial investment0.00%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).