MoneyAM Fund Centre

Quick Stats

Fund Objective

To provide capital growth through investment in a portfolio of UK smaller companies’ shares. The benchmark index for the Fund is the Numis Smaller Companies excluding Investment Trusts Index (the “Index”). The Fund is actively managed by the Investment Adviser who chooses investments with the aim of outperforming the Index by 3% per annum on a rolling 3 year basis, before deduction of fees. The Numis Smaller Companies excluding Investment Trusts Index has been selected as an appropriate benchmark as it provides a representation of the returns of smaller UK listed companies by value. For further information on this fund's policy and objectives, please refer to the Key Investor Information Document or the Prospectus. These documents can be accessed via the following link:

Fund Managers

Andrew Brough

Andy Brough is the Head of the Pan European Small and Mid Cap team at Schroders, responsible for managing the Schroder UK Mid 250 Fund since its launch in 1999 and the Schroder UK Smaller Companies Fund. He became sole head of the team in 2016, having co-led since 2002. He also took lead management on the Schroder UK Mid Cap investment trust in 2016, having been a manager since May 2003. He joined Schroders in 1987 and is based in London. Andy was a Fund Manager at Schroders from 1987 to 2002, with responsibility for a range of UK mid and small cap retail and institutional portfolios. He began co-managing the Schroder Institutional UK Smaller Companies Fund and the Schroder UK Smaller Companies Fund in 1994. Qualifications: Chartered Accountant; BSc in Economics from Manchester University.