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Data as at: 15/05/2026

Fund manager benchmark
FTSE 250 ex Investment Trusts

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
Schroder UK Mid Cap Fund Share price total return 13.8 39.4 17.2 120.6
UK All Companies AIC sector Share price total return 10.5 44.0 22.6 124.0
Schroder UK Mid Cap Fund NAV total return 11.3 25.9 14.8 91.6
UK All Companies AIC sector NAV total return 9.4 35.6 27.3 111.4
Morningstar UK * Total return 20.1 46.2 65.9 131.3
Return type 1 year 3 years 5 years 10 years
Schroder UK Mid Cap Fund Share price total return 11,380 13,940 11,720 22,060
UK All Companies AIC sector Share price total return 11,050 14,400 12,260 22,400
Morningstar UK * Total return 12,010 14,620 16,590 23,130
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Discrete annual performance (%) Discrete annual performance (£)

Return type 15/05/21 - 22 15/05/22 - 23 15/05/23 - 24 15/05/24 - 25 15/05/25 - 26
Schroder UK Mid Cap Fund Share price total return -22.2 8.1 12.4 9.0 13.8
Schroder UK Mid Cap Fund NAV total return -11.3 1.6 11.5 1.3 11.3
Morningstar UK * Total return 7.8 5.3 13.0 7.6 20.1
Return type 15/05/21 - 22 15/05/22 - 23 15/05/23 - 24 15/05/24 - 25 15/05/25 - 26
Schroder UK Mid Cap Fund Share price total return 7,780 10,810 11,240 10,900 11,380
Morningstar UK * Total return 10,780 10,530 11,300 10,760 12,010
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Morningstar logo Data provided by Morningstar.

FE fundinfo logo Company documents provided by FE fundinfo.