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Schroder US Smaller Companies Class Z - Income (GBP)

Sell:142.10p Buy:142.10p Change: 0.60p (0.42%)
Prices as at 15 November 2019
Sell:142.10p
Buy:142.10p
Change: 0.60p (0.42%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 15 November 2019
Sell:142.10p
Buy:142.10p
Change: 0.60p (0.42%)
Prices as at 15 November 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

mark-up...

Our view on the sector

UK investors need little introduction to America. It's the world's biggest stock market. But share prices of well-known companies react quickly to new information. We think this makes it difficult for fund managers to find opportunities missed by others and to consistently perform better than the broader market over the long term. The US economy is in reasonable health and its stock market has performed well since the 2008 financial crisis. We think the prospects of most US companies are now reflected in their share prices and there's little value available for investors. That said, some commentators think the region's world-class technology companies have the potential to increase profits which could justify share prices climbing higher. For broad exposure to the US stock market, we think a low-cost tracker fund could be considered. We think active fund managers have more potential to deliver strong performance by investing in higher-risk small and medium-sized US companies.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

15/11/14 to 15/11/15 15/11/15 to 15/11/16 15/11/16 to 15/11/17 15/11/17 to 15/11/18 15/11/18 to 15/11/19
Annual return 4.37% 38.96% 8.68% 5.65% 13.54%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Jenny B Jones
Manager start date: 30 December 2002
Manager located in: New York

Jenny B Jones was the Head of the team that managed the Morgan Stanley Special Value Fund since 1996 delivering top quartile performance over three and five years. Prior to joining Morgan Stanley in 1996, Jenny worked at a number of leading financial companies, including; Oppenheimer Capital, Mutual of America Life Insurance Company, American Express and Drexel Burnham Lambert. She is a graduate of Yale, has an MBA in finance from New York University and over 20 years experience in fund management.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account