Bringing you live news and features since 2006 

Schroder ISF US Small & Mid-Cap Equity celebrates fifth anniversary


Schroder International Selection Fund US Small & Mid-Cap Equity has celebrated its fifth anniversary reaching USD1,822.7m in size and outperforming its index, Russell 2500 TR Lagged, with a return of 28 per cent versus 8.2 per cent.

It is also rated 75th out of a universe of 776 funds making the fund a top decile performer over the same period. 

The Fund, which is rated AAA OBSR, AA Standard & Poor’s and 5* Morningstar as at 31 December 2009, is managed by Jenny Jones and Schroders’ US equities team.  

The aim of the fund is to provide capital growth through investment in equity securities of smaller and medium-sized US companies.

The fund is currently overweight in sectors that tend to do better in times of uncertainty and where attractive valuations exist, for example technology and healthcare, and it is underweight in most other sectors, in particular financial services, consumer, energy and materials.

Jones says: “We are really pleased to be celebrating consistently good performance for our loyal and long term investors on the Fund’s fifth birthday. It is testament to our bottom-up, fundamental and in-depth research-based approach as well as the experience and quality of our team.

“We believe that the US market is likely to remain challenging and that there are still more economic headwinds to come. However, we currently like companies that tend to do better in uncertain times, such as the ‘steady eddies’, which have strong fundamentals and generate dependable earnings and revenues.  We are also encouraged by those that spent the difficult times strengthening their balance sheets, which should set them up for 2010.”

Latest News

Raymond James Investment Management plans to launch an ETF product platform in 2025 to support strong client demand in alignment..
Aniket Ullal, Director of ETF Data and Research at CFRA Research, has written a note looking at ETFs with exposure..
Tradeweb reports the following data derived from trading activity on the Tradeweb Markets institutional European- and US-listed ETF platforms...
iShares writes that its assets under management have reached USD4 trillion. The firm says this comes off the back of..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by