Report
Sarah Godfrey

Schroder UK Mid Cap Fund - The only trust for dedicated FTSE 250 exposure

Following the merger of J.P. Morgan's UK mid- and small-cap trusts into a single entity, Schroder UK Mid Cap Fund is now the only dedicated UK mid-cap investment trust. Not only is the mid-cap space a deep pool of innovative and entrepreneurial companies both domestically and internationally focused; the FTSE 250 index has also produced as many '21-baggers' (stocks with a return of 21x or more) as the US in the 21 years to November 2024, as well as surpassing the S&P 500 index return over 25 years to 28 February 2025. SCP, with a disciplined investment process focused on both growth potential and valuation, has comfortably outperformed its benchmark over the longer term (five and 10 years), and is well placed to do so again should market interest broaden out from the current defensive investor bias.
Underlying
Schroder UK Mid Cap Fund

Schroder UK Mid Cap Fund is an investment company. Co. carries on business as an investment trust. Co. invests in mid cap equities.

Provider
Capital Access Group
Capital Access Group

Capital Access Group advises companies on effective engagement with investors. Our experienced team offers market-leading access with hard-to-reach investors, including smaller institutions, pension funds and private client fund managers. These under-serviced investors are located not only in London but across the regions of the UK and Europe. We have an unrivalled knowledge of this extensive audience, to whom our published research is distributed, as well as to larger institutions. We offer this service as part of an integrated investor communications strategy to promote a company’s investment story.

Our clients, ranging from AIM to FTSE 100 companies, benefit from our professional, long-term relationships with investors. Not only do we identify and target investors, we contact them directly and relay their views back to clients with analysis, interpretation and advice. This ensures that our clients are in control of their investor engagement. The objective is to improve the reach and engagement with investors, which in turn strengthens the share price.

Analysts
Sarah Godfrey

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