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Schroder ISF US Smaller Companies Impact Class C - Accumulation (GBP)

Sell:12,109.70p Buy:12,109.70p Change: 152.07p (1.27%)
Prices as at 23 December 2024
Sell:12,109.70p
Buy:12,109.70p
Change: 152.07p (1.27%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 23 December 2024
Sell:12,109.70p
Buy:12,109.70p
Change: 152.07p (1.27%)
Prices as at 23 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and 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 the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Our view on the sector for this fund is not available.

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

24/12/19 to 24/12/20 24/12/20 to 24/12/21 24/12/21 to 24/12/22 24/12/22 to 24/12/23 24/12/23 to 24/12/24
Annual return n/a n/a n/a 10.63% 15.89%

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 Name: Robert Kaynor
Manager start date: 30 December 2002
Manager located in:

Bob Kaynor is Co-Portfolio Manager and Research Director US Small and Smid Cap Equities at Schroders, based in New York. He joined Schroders in 2013 Bob was the Chief Investment Officer and Managing Member at Ballast Capital Group from 2010 to 2013 He was previously a Managing Director/Portfolio Manager at Ramius Capital Group from 2003 to 2010 He was previously a Partner/Analyst at Barbary Coast Capital Management from 2000 to 2003 He was previously a Analyst/Assistant Portfolio Manager at RCM Capital Management from 1994 to 2000 BSc in Economics with Financial Applications from Southern Methodist University CFA Charterholder

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

Head of the U.S. Small and SMID Cap Equity team, based in New York Joined Schroders in 2002 as Head of the US Small Cap Equity. Became responsible for the US SMID cap product upon its launch in 2004 In 1996 she was appointed Senior Vice President at Morgan Stanley Investment Management and became an Executive Director in 2000. From 1990, she was head of the Small Cap Value department at Oppenheimer Capital, L.P. In 1983 she joined Mutual of America Life Insurance Co. as a portfolio manager, having joined Shearson/American Express as a financial consultant in 1982. Investment career commenced in 1980 when she joined Drexel Burnham as a sales liaison/assistant options strategist BA (Hons), Yale University. MBA, New York University.

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 a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account