Schroder UK Mid Cap Fund plc is a UK-based investment company, which invests in mid-cap equities to provide exposure to the UK as well as overseas earnings. It aims to create a strong and diversified portfolio of 40-50 holdings which helps in maximising the risk-adjusted returns, which are in excess of the FTSE 250 (ex-Investment Companies) Index. It was founded in the year 1983, and its headquarters are situated in London, UK. The company is listed and traded on the London Stock Exchange publicly. The alternative investment fund manager of Schroder Oriental Income Trust is Schroder Unit Trusts Limited, which is regulated by the Financial Conduct Authority (FCA). It is an authorised unit trust manager, an ISA (Individual Savings Account) plan manager, and also an authorised corporate director. It offers investment opportunities are offered via 12 investment trusts across 3 ranges, which are UK, Asia, and the real estate sectors which draw on the company’s global investment resources.
The manager will take all the investment decisions, and the company mainly invests in the FTSE 250 index. But there is an option to hold at most 20% of the total portfolio in collective investment vehicles and equities outside this benchmark index. The gearing limit for investment is set at up to 25% of the total assets. The suitable investors for this company include people who accept short term losses in order to achieve long-term potential gains with an investment horizon of 3-5 years, via exposure equities of small and medium sized UK companies.
The goal of the company is to use data efficiently to identify the trends in the market with the help of the financial expertise of its skilled workforce, and help the investors to get sustainable and long term returns on their investments. The company puts its clients at the heart of its business and aims to create value for the society rather than just focusing on high financial returns.
The company follows a well-defined framework of corporate governance and follows an ethical code of conduct for running its business. In 2020, Schroder aligned itself with the 10 principles of United Nations Global Compact, which are in line with the United Nations SGDs. According to these principles, it fulfils all its corporate social responsibility and gives key priority to four areas, which include Anti-corruption, Human rights, Labor, and Environment. The company prioritizes ESG practices and works at averting financial crimes, upholding the integrity of the business. It strives to develop sustainable business solutions which help in reducing its carbon footprint and generating a positive impact on the society and the environment. As the company is a member of both SASB Alliance and Standards Advisory Group, it has plans to align itself with the SASB Standards from 2021.
Schroder UK Mid Cap 1 London Wall Place LONDON EC2Y 5AU United Kingdom GBR